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 | $133,765 | $110,094+21.5% | $151,611-11.8% | $68,494+95.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.24% | -10.12%-3.1pp | 3.33%-16.6pp | -7.84%-5.4pp |
| Employer contribution / active EE | $6,705 | $4,471+50.0% | $6,166+8.7% | $2,596+158.3% |
| Participant deferral / active EE | $5,777 | $6,527-11.5% | $8,363-30.9% | $4,027+43.4% |
| Admin fee / account holder | $6,960 | $7,719-9.8% | $11,616-40.1% | $5,403+28.8% |