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 | $98,485 | $63,355+55.4% | $91,989+7.1% | $72,985+34.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 20.03% | 35.35%-15.3pp | 69.02%-49.0pp | 81.00%-61.0pp |
| Employer contribution / active EE | $837 | $2,116-60.4% | $3,452-75.7% | $2,440-65.7% |
| Participant deferral / active EE | $5,059 | $4,883+3.6% | $5,923-14.6% | $3,607+40.2% |
| Admin fee / account holder | $10,679 | $4,668+128.8% | $7,743+37.9% | $5,124+108.4% |