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 | $165,025 | $79,633+107.2% | $93,789+76.0% | $68,494+140.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -12.98% | -0.10%-12.9pp | -11.33%-1.7pp | -7.84%-5.1pp |
| Employer contribution / active EE | $5,196 | $3,665+41.8% | $4,323+20.2% | $2,596+100.1% |
| Participant deferral / active EE | $10,627 | $5,158+106.0% | $6,094+74.4% | $4,027+163.9% |
| Admin fee / account holder | $10,872 | $6,871+58.2% | $7,195+51.1% | $5,403+101.2% |