Filed November 19, 2005 (most recent of 6 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 | $159,493 | $65,082+145.1% | $81,367+96.0% | $59,632+167.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 82.3%+17.7pp | 68.7%+31.3pp |
| Annual return | 0.88% | 1.16%-0.3pp | -0.92%+1.8pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $1,941 | $2,934-33.8% | $3,930-50.6% | $2,203-11.9% |
| Participant deferral / active EE | $8,671 | $4,083+112.4% | $5,383+61.1% | $3,192+171.7% |
| Admin fee / account holder | $12,518 | $7,582+65.1% | $8,926+40.3% | $4,297+191.3% |