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 | $167,521 | $66,764+150.9% | $88,497+89.3% | $62,891+166.4% |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.4%+17.6pp | 69.3%+30.7pp |
| Annual return | 6.09% | 10.37%-4.3pp | 7.63%-1.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,316 | $3,077-24.7% | $4,036-42.6% | $2,281+1.5% |
| Participant deferral / active EE | $8,471 | $3,976+113.0% | $4,899+72.9% | $3,203+164.5% |
| Admin fee / account holder | $11,330 | $4,668+142.7% | $6,220+82.2% | $4,296+163.8% |