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 | $98,286 | $137,414-28.5% | $189,513-48.1% | $85,850+14.5% |
| Participation rate | 93.8% | 84.6%+9.1pp | 87.8%+5.9pp | 69.3%+24.4pp |
| Annual return | 11.76% | 38.14%-26.4pp | 555.15%-543.4pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,505 | $4,344-42.3% | $6,162-59.3% | $2,565-2.3% |
| Participant deferral / active EE | $4,239 | $6,260-32.3% | $8,221-48.4% | $3,952+7.3% |
| Admin fee / account holder | $6,849 | $8,630-20.6% | $12,045-43.1% | $6,260+9.4% |