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 | $45,500 | $54,762-16.9% | $90,281-49.6% | $72,985-37.7% |
| Participation rate | 87.1% | 65.1%+22.0pp | 73.3%+13.8pp | 69.5%+17.6pp |
| Annual return | 17.95% | 30.63%-12.7pp | 78.10%-60.1pp | 81.00%-63.1pp |
| Employer contribution / active EE | $3,578 | $2,092+71.0% | $2,854+25.3% | $2,440+46.6% |
| Participant deferral / active EE | $7,064 | $2,887+144.7% | $3,885+81.8% | $3,607+95.8% |
| Admin fee / account holder | $14,271 | $3,972+259.3% | $5,351+166.7% | $5,124+178.5% |