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 | $118,495 | $110,094+7.6% | $151,611-21.8% | $68,494+73.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.18% | -10.12%-3.1pp | 3.33%-16.5pp | -7.84%-5.3pp |
| Employer contribution / active EE | $5,999 | $4,471+34.2% | $6,166-2.7% | $2,596+131.1% |
| Participant deferral / active EE | $4,631 | $6,527-29.0% | $8,363-44.6% | $4,027+15.0% |
| Admin fee / account holder | $15,336 | $7,719+98.7% | $11,616+32.0% | $5,403+183.9% |