Filed November 19, 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 | $51,355 | $74,089-30.7% | $133,980-61.7% | $55,167-6.9% |
| Participation rate | 93.2% | 84.3%+8.9pp | 87.1%+6.1pp | 69.0%+24.2pp |
| Annual return | 8.32% | 12.11%-3.8pp | 29.30%-21.0pp | 169.23%-160.9pp |
| Employer contribution / active EE | $3,440 | $3,064+12.3% | $5,211-34.0% | $1,963+75.3% |
| Participant deferral / active EE | $2,685 | $4,678-42.6% | $6,282-57.3% | $3,054-12.1% |
| Admin fee / account holder | $1,721 | $458+275.7% | $9,324-81.5% | $504+241.6% |