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 | $213,859 | $171,865+24.4% | $149,718+42.8% | $147,584+44.9% |
| Participation rate | 93.3% | 88.2%+5.1pp | 87.1%+6.3pp | 82.8%+10.5pp |
| Annual return | 13.69% | 2113.22%-2099.5pp | 1501.63%-1487.9pp | 578.55%-564.9pp |
| Employer contribution / active EE | $6,221 | $6,275-0.9% | $5,445+14.3% | $4,876+27.6% |
| Participant deferral / active EE | $12,475 | $7,271+71.6% | $6,569+89.9% | $5,439+129.4% |
| Admin fee / account holder | $44,861 | $13,799+225.1% | $11,283+297.6% | $10,885+312.1% |