Filed November 9, 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 | $227,769 | $137,414+65.8% | $189,513+20.2% | $85,850+165.3% |
| Participation rate | 78.7% | 84.6%-5.9pp | 87.8%-9.1pp | 69.3%+9.4pp |
| Annual return | 19.24% | 38.14%-18.9pp | 555.15%-535.9pp | 318.53%-299.3pp |
| Employer contribution / active EE | $2,797 | $4,344-35.6% | $6,162-54.6% | $2,565+9.0% |
| Participant deferral / active EE | $6,731 | $6,260+7.5% | $8,221-18.1% | $3,952+70.3% |
| Admin fee / account holder | $14,404 | $8,630+66.9% | $12,045+19.6% | $6,260+130.1% |