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 | $47,178 | $49,177-4.1% | $79,464-40.6% | $64,186-26.5% |
| Participation rate | 85.2% | 65.0%+20.2pp | 73.3%+11.8pp | 69.6%+15.6pp |
| Annual return | -5.75% | -1.16%-4.6pp | 718.14%-723.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,332 | $2,076+60.5% | $2,800+19.0% | $2,381+39.9% |
| Participant deferral / active EE | $7,877 | $2,821+179.2% | $3,704+112.7% | $3,470+127.0% |
| Admin fee / account holder | $6,968 | $3,839+81.5% | $5,113+36.3% | $4,888+42.6% |