Filed January 6, 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 | $113,905 | $94,529+20.5% | $140,016-18.6% | $64,186+77.5% |
| Participation rate | 98.7% | 84.1%+14.6pp | 87.5%+11.2pp | 69.6%+29.1pp |
| Annual return | -3.40% | 7.77%-11.2pp | 651.12%-654.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $5,420 | $3,812+42.2% | $5,606-3.3% | $2,381+127.7% |
| Participant deferral / active EE | $4,240 | $5,250-19.2% | $6,927-38.8% | $3,470+22.2% |
| Admin fee / account holder | $4,776 | $6,741-29.2% | $10,705-55.4% | $4,888-2.3% |