Filed December 19, 2005 (most recent of 3 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 | $207,752 | $215,361-3.5% | $171,082+21.4% | $273,961-24.2% |
| Participation rate | 92.9% | 82.0%+10.8pp | 76.7%+16.2pp | 83.0%+9.8pp |
| Annual return | 8.73% | 25.14%-16.4pp | 32.56%-23.8pp | 41.45%-32.7pp |
| Employer contribution / active EE | $6,902 | $4,967+39.0% | $4,002+72.5% | $4,869+41.8% |
| Participant deferral / active EE | $13,897 | $5,543+150.7% | $4,797+189.7% | $5,287+162.8% |
| Admin fee / account holder | $26,904 | $10,846+148.0% | $8,520+215.8% | $10,132+165.5% |