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 | $158,380 | $80,968+95.6% | $96,544+64.1% | $75,163+110.7% |
| Participation rate | 96.2% | 71.8%+24.5pp | 76.0%+20.3pp | 67.2%+29.0pp |
| Annual return | 16.37% | 27.06%-10.7pp | 25.84%-9.5pp | 160.62%-144.2pp |
| Employer contribution / active EE | $6,109 | $2,282+167.8% | $2,965+106.1% | $2,670+128.8% |
| Participant deferral / active EE | $9,524 | $3,928+142.5% | $4,851+96.3% | $4,125+130.9% |
| Admin fee / account holder | $7,643 | $6,724+13.7% | $8,252-7.4% | $5,651+35.2% |