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 | $103,985 | $125,758-17.3% | $169,993-38.8% | $75,163+38.3% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.0%+10.8pp | 67.2%+30.6pp |
| Annual return | 15.79% | 27.20%-11.4pp | 53.37%-37.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,001 | $4,615-35.0% | $6,785-55.8% | $2,670+12.4% |
| Participant deferral / active EE | $5,347 | $6,837-21.8% | $10,408-48.6% | $4,125+29.6% |
| Admin fee / account holder | $8,320 | $8,173+1.8% | $12,815-35.1% | $5,651+47.2% |