Filed February 27, 2006 (most recent of 3 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 | $206,544 | $54,350+280.0% | $82,719+149.7% | $68,494+201.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -10.61% | -13.67%+3.1pp | 701.18%-711.8pp | -7.84%-2.8pp |
| Employer contribution / active EE | $7,581 | $2,218+241.8% | $3,009+151.9% | $2,596+192.0% |
| Participant deferral / active EE | $7,383 | $3,246+127.4% | $4,395+68.0% | $4,027+83.3% |
| Admin fee / account holder | $10,325 | $4,395+134.9% | $5,329+93.8% | $5,403+91.1% |