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 | $72,604 | $110,094-34.1% | $151,611-52.1% | $68,494+6.0% |
| Participation rate | 98.6% | 84.0%+14.6pp | 87.5%+11.1pp | 67.9%+30.7pp |
| Annual return | -10.84% | -10.12%-0.7pp | 3.33%-14.2pp | -7.84%-3.0pp |
| Employer contribution / active EE | $8,252 | $4,471+84.6% | $6,166+33.8% | $2,596+217.8% |
| Participant deferral / active EE | $4,105 | $6,527-37.1% | $8,363-50.9% | $4,027+1.9% |
| Admin fee / account holder | $8,425 | $7,719+9.1% | $11,616-27.5% | $5,403+55.9% |