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 | $92,730 | $60,124+54.2% | $90,404+2.6% | $79,858+16.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.55% | 71.94%-56.4pp | 1293.02%-1277.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $12,665 | $2,068+512.5% | $3,262+288.3% | $2,471+412.6% |
| Participant deferral / active EE | $8,458 | $2,938+187.9% | $3,963+113.4% | $3,740+126.2% |
| Admin fee / account holder | $4,614 | $3,976+16.0% | $5,611-17.8% | $5,306-13.0% |