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 | $161,854 | $138,347+17.0% | $184,203-12.1% | $80,856+100.2% |
| Participation rate | 86.1% | 83.9%+2.2pp | 86.8%-0.7pp | 67.6%+18.5pp |
| Annual return | 12.54% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $4,721 | $4,850-2.7% | $6,427-26.5% | $2,755+71.4% |
| Participant deferral / active EE | $4,452 | $7,071-37.0% | $9,131-51.2% | $4,296+3.6% |
| Admin fee / account holder | $2,823 | $10,483-73.1% | $13,901-79.7% | $6,918-59.2% |