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 | $208,466 | $81,947+154.4% | $105,387+97.8% | $72,985+185.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.76% | 42.90%-25.1pp | 26.82%-9.1pp | 81.00%-63.2pp |
| Employer contribution / active EE | $4,062 | $3,468+17.1% | $4,213-3.6% | $2,440+66.5% |
| Participant deferral / active EE | $10,946 | $4,494+143.6% | $5,502+98.9% | $3,607+203.4% |
| Admin fee / account holder | $16,013 | $6,258+155.9% | $6,559+144.2% | $5,124+212.5% |