Filed November 9, 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 | $84,189 | $48,076+75.1% | $78,689+7.0% | $62,891+33.9% |
| Participation rate | 93.5% | 65.2%+28.3pp | 73.6%+19.9pp | 69.3%+24.2pp |
| Annual return | 7.07% | 31.35%-24.3pp | 62.18%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $8,806 | $2,015+337.1% | $2,851+208.9% | $2,281+286.1% |
| Participant deferral / active EE | $5,125 | $2,588+98.0% | $3,517+45.7% | $3,203+60.0% |
| Admin fee / account holder | $823 | $3,207-74.3% | $4,510-81.8% | $4,296-80.8% |