Filed November 9, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,496 | $58,577+42.5% | $83,333+0.2% | $64,186+30.1% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.19% | 9.65%-15.8pp | 10.63%-16.8pp | 7.63%-13.8pp |
| Employer contribution / active EE | $586 | $2,098-72.1% | $3,379-82.6% | $2,381-75.4% |
| Participant deferral / active EE | $3,719 | $4,654-20.1% | $5,565-33.2% | $3,470+7.2% |
| Admin fee / account holder | $8,614 | $9,275-7.1% | $7,510+14.7% | $4,888+76.2% |