Filed January 25, 2006 (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 | $69,084 | $94,529-26.9% | $140,016-50.7% | $64,186+7.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.38% | 7.77%-12.1pp | 651.12%-655.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $6,226 | $3,812+63.3% | $5,606+11.1% | $2,381+161.5% |
| Participant deferral / active EE | $2,807 | $5,250-46.5% | $6,927-59.5% | $3,470-19.1% |
| Admin fee / account holder | $2,107 | $6,741-68.7% | $10,705-80.3% | $4,888-56.9% |