Filed December 3, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,038 | $183,963-69.5% | $162,163-65.4% | $152,861-63.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 37.74% | 150.76%-113.0pp | 115.59%-77.9pp | 345.32%-307.6pp |
| Employer contribution / active EE | $982 | $6,371-84.6% | $5,614-82.5% | $4,762-79.4% |
| Participant deferral / active EE | $4,080 | $8,034-49.2% | $7,298-44.1% | $5,850-30.3% |
| Admin fee / account holder | $6,942 | $13,121-47.1% | $10,843-36.0% | $11,596-40.1% |