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 | $127,586 | $148,978-14.4% | $200,582-36.4% | $84,808+50.4% |
| Participation rate | 92.9% | 84.2%+8.6pp | 86.9%+6.0pp | 68.3%+24.5pp |
| Annual return | 16.17% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,230 | $4,815-32.9% | $6,419-49.7% | $2,631+22.8% |
| Participant deferral / active EE | $4,656 | $7,142-34.8% | $9,331-50.1% | $4,212+10.6% |
| Admin fee / account holder | $11,471 | $13,977-17.9% | $16,305-29.6% | $7,344+56.2% |