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 | $224,552 | $125,758+78.6% | $169,993+32.1% | $75,163+198.8% |
| Participation rate | 86.4% | 83.6%+2.8pp | 87.0%-0.6pp | 67.2%+19.2pp |
| Annual return | 13.97% | 27.20%-13.2pp | 53.37%-39.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $3,365 | $4,615-27.1% | $6,785-50.4% | $2,670+26.0% |
| Participant deferral / active EE | $8,523 | $6,837+24.6% | $10,408-18.1% | $4,125+106.6% |
| Admin fee / account holder | $3,248 | $8,173-60.3% | $12,815-74.7% | $5,651-42.5% |