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 3-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 | $63,555 | $166,020-61.7% | $164,866-61.5% | $145,959-56.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.52% | 100.08%-84.6pp | 69.97%-54.4pp | 561.95%-546.4pp |
| Employer contribution / active EE | $10,491 | $5,275+98.9% | $4,343+141.6% | $4,661+125.1% |
| Participant deferral / active EE | $2,037 | $6,961-70.7% | $6,033-66.2% | $6,689-69.5% |
| Admin fee / account holder | $379 | $16,644-97.7% | $12,689-97.0% | $13,398-97.2% |