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 | $198,484 | $61,660+221.9% | $80,019+148.0% | $64,186+209.2% |
| Participation rate | 96.7% | 71.7%+25.0pp | 75.8%+20.9pp | 69.6%+27.1pp |
| Annual return | -5.31% | -0.33%-5.0pp | 11.22%-16.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $8,556 | $1,810+372.6% | $2,468+246.7% | $2,381+259.4% |
| Participant deferral / active EE | $8,199 | $2,968+176.3% | $3,686+122.4% | $3,470+136.3% |
| Admin fee / account holder | $5,187 | $5,417-4.3% | $6,521-20.5% | $4,888+6.1% |