Filed September 21, 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 | $87,735 | $121,341-27.7% | $189,513-53.7% | $79,386+10.5% |
| Participation rate | 78.0% | 86.1%-8.1pp | 87.8%-9.8pp | 70.7%+7.3pp |
| Annual return | 13.87% | 21.08%-7.2pp | 555.15%-541.3pp | 116.85%-103.0pp |
| Employer contribution / active EE | $0 | $3,915-100.0% | $6,162-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,398 | $6,395-31.2% | $8,221-46.5% | $4,046+8.7% |
| Admin fee / account holder | $3,402 | $651+422.3% | $12,045-71.8% | $626+443.1% |