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 | $83,054 | $110,094-24.6% | $151,611-45.2% | $68,494+21.3% |
| Participation rate | 95.7% | 84.0%+11.8pp | 87.5%+8.2pp | 67.9%+27.9pp |
| Annual return | -17.20% | -10.12%-7.1pp | 3.33%-20.5pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,916 | $4,471-34.8% | $6,166-52.7% | $2,596+12.3% |
| Participant deferral / active EE | $4,898 | $6,527-25.0% | $8,363-41.4% | $4,027+21.6% |
| Admin fee / account holder | $4,300 | $7,719-44.3% | $11,616-63.0% | $5,403-20.4% |