Filed November 19, 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 | $86,317 | $123,793-30.3% | $177,821-51.5% | $79,858+8.1% |
| Participation rate | 92.0% | 84.7%+7.3pp | 87.7%+4.3pp | 69.6%+22.4pp |
| Annual return | 16.02% | 22.82%-6.8pp | 48.32%-32.3pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,425 | $4,095-40.8% | $5,918-59.0% | $2,471-1.9% |
| Participant deferral / active EE | $4,184 | $5,956-29.8% | $7,714-45.8% | $3,740+11.9% |
| Admin fee / account holder | $4,586 | $7,243-36.7% | $12,427-63.1% | $5,306-13.6% |