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 | $102,911 | $185,822-44.6% | $169,993-39.5% | $139,434-26.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.75% | 60.50%-48.7pp | 53.37%-41.6pp | 372.94%-361.2pp |
| Employer contribution / active EE | $6,404 | $7,590-15.6% | $6,785-5.6% | $4,751+34.8% |
| Participant deferral / active EE | $9,300 | $11,622-20.0% | $10,408-10.6% | $6,710+38.6% |
| Admin fee / account holder | $110,980 | $15,381+621.6% | $12,815+766.0% | $11,403+873.3% |