Filed January 27, 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 | $132,185 | $71,883+83.9% | $86,677+52.5% | $68,494+93.0% |
| Participation rate | 98.1% | 72.2%+25.8pp | 76.6%+21.5pp | 67.9%+30.2pp |
| Annual return | -16.78% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,438 | $2,173+150.3% | $2,836+91.7% | $2,596+109.4% |
| Participant deferral / active EE | $9,206 | $3,779+143.6% | $4,656+97.7% | $4,027+128.6% |
| Admin fee / account holder | $7,398 | $6,112+21.0% | $7,493-1.3% | $5,403+36.9% |