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 | $54,780 | $60,124-8.9% | $90,404-39.4% | $79,858-31.4% |
| Participation rate | 92.9% | 65.0%+27.9pp | 72.7%+20.2pp | 69.6%+23.2pp |
| Annual return | 12.96% | 71.94%-59.0pp | 1293.02%-1280.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $3,835 | $2,068+85.5% | $3,262+17.6% | $2,471+55.2% |
| Participant deferral / active EE | $7,856 | $2,938+167.4% | $3,963+98.2% | $3,740+110.0% |
| Admin fee / account holder | $5,050 | $3,976+27.0% | $5,611-10.0% | $5,306-4.8% |