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 | $52,826 | $54,350-2.8% | $82,719-36.1% | $68,494-22.9% |
| Participation rate | 83.8% | 63.9%+19.9pp | 72.6%+11.2pp | 67.9%+15.9pp |
| Annual return | -15.17% | -13.67%-1.5pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,642 | $2,218+64.2% | $3,009+21.0% | $2,596+40.3% |
| Participant deferral / active EE | $7,222 | $3,246+122.5% | $4,395+64.3% | $4,027+79.3% |
| Admin fee / account holder | $1,210 | $4,395-72.5% | $5,329-77.3% | $5,403-77.6% |