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 | $88,254 | $59,107+49.3% | $86,436+2.1% | $68,494+28.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.55% | -0.23%-15.3pp | 4394.89%-4410.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $979 | $2,519-61.1% | $3,769-74.0% | $2,596-62.3% |
| Participant deferral / active EE | $6,089 | $5,901+3.2% | $6,952-12.4% | $4,027+51.2% |
| Admin fee / account holder | $7,399 | $5,637+31.3% | $6,731+9.9% | $5,403+37.0% |