Filed February 21, 2006 (most recent of 4 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 | $86,345 | $185,822-53.5% | $169,993-49.2% | $139,434-38.1% |
| Participation rate | 95.2% | 87.8%+7.5pp | 87.0%+8.2pp | 80.3%+14.9pp |
| Annual return | 16.59% | 60.50%-43.9pp | 53.37%-36.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $4,200 | $7,590-44.7% | $6,785-38.1% | $4,751-11.6% |
| Participant deferral / active EE | $6,975 | $11,622-40.0% | $10,408-33.0% | $6,710+4.0% |
| Admin fee / account holder | $1,841 | $15,381-88.0% | $12,815-85.6% | $11,403-83.9% |