Filed January 23, 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 | $176,647 | $54,380+224.8% | $68,509+157.8% | $59,632+196.2% |
| Participation rate | 90.7% | 70.2%+20.5pp | 74.7%+16.0pp | 68.7%+22.0pp |
| Annual return | -0.83% | 2.83%-3.7pp | 8.27%-9.1pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $3,078 | $1,539+100.1% | $2,278+35.1% | $2,203+39.8% |
| Participant deferral / active EE | $6,958 | $2,643+163.2% | $3,382+105.7% | $3,192+118.0% |
| Admin fee / account holder | $24,299 | $3,885+525.4% | $5,275+360.7% | $4,297+465.5% |