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 | $183,624 | $214,378-14.3% | $200,582-8.5% | $142,382+29.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.46% | 46.41%-30.9pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $7,250 | $6,841+6.0% | $6,419+13.0% | $4,299+68.6% |
| Participant deferral / active EE | $9,804 | $9,865-0.6% | $9,331+5.1% | $6,507+50.7% |
| Admin fee / account holder | $886 | $17,692-95.0% | $16,305-94.6% | $12,624-93.0% |