Filed December 8, 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 | $202,140 | $167,484+20.7% | $151,611+33.3% | $134,475+50.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.10% | 7.80%-14.9pp | 3.33%-10.4pp | 417.96%-425.1pp |
| Employer contribution / active EE | $6,531 | $6,829-4.4% | $6,166+5.9% | $4,740+37.8% |
| Participant deferral / active EE | $11,109 | $8,986+23.6% | $8,363+32.8% | $6,400+73.6% |
| Admin fee / account holder | $68,108 | $13,783+394.2% | $11,616+486.3% | $11,426+496.1% |