Filed January 17, 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 | $56,712 | $53,127+6.7% | $86,590-34.5% | $70,131-19.1% |
| Participation rate | 85.2% | 65.3%+19.9pp | 73.5%+11.6pp | 69.5%+15.6pp |
| Annual return | 16.66% | 27.66%-11.0pp | 964.84%-948.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $3,178 | $2,068+53.6% | $2,839+11.9% | $2,342+35.7% |
| Participant deferral / active EE | $6,615 | $2,696+145.4% | $3,609+83.3% | $3,332+98.6% |
| Admin fee / account holder | $3,986 | $3,585+11.2% | $4,906-18.7% | $4,645-14.2% |