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 | $145,753 | $148,978-2.2% | $200,582-27.3% | $84,808+71.9% |
| Participation rate | 88.4% | 84.2%+4.2pp | 86.9%+1.5pp | 68.3%+20.1pp |
| Annual return | 13.31% | 28.16%-14.8pp | 42.33%-29.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,976 | $4,815+3.3% | $6,419-22.5% | $2,631+89.1% |
| Participant deferral / active EE | $4,963 | $7,142-30.5% | $9,331-46.8% | $4,212+17.8% |
| Admin fee / account holder | $55,131 | $13,977+294.4% | $16,305+238.1% | $7,344+650.7% |