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 | $160,500 | $88,672+81.0% | $105,223+52.5% | $82,448+94.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.30% | 30.86%-17.6pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,252 | $3,048-26.1% | $3,689-38.9% | $2,551-11.7% |
| Participant deferral / active EE | $6,676 | $4,036+65.4% | $5,072+31.6% | $4,139+61.3% |
| Admin fee / account holder | $3,785 | $7,146-47.0% | $8,859-57.3% | $7,234-47.7% |