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 | $86,555 | $109,359-20.9% | $162,163-46.6% | $72,985+18.6% |
| Participation rate | 95.6% | 84.3%+11.3pp | 87.6%+8.0pp | 69.5%+26.1pp |
| Annual return | 20.74% | 25.46%-4.7pp | 115.59%-94.9pp | 81.00%-60.3pp |
| Employer contribution / active EE | $3,982 | $3,907+1.9% | $5,614-29.1% | $2,440+63.2% |
| Participant deferral / active EE | $3,103 | $5,481-43.4% | $7,298-57.5% | $3,607-14.0% |
| Admin fee / account holder | $8,903 | $7,972+11.7% | $10,843-17.9% | $5,124+73.7% |