Filed April 6, 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 | $96,941 | $167,484-42.1% | $151,611-36.1% | $134,475-27.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.97% | 7.80%-20.8pp | 3.33%-16.3pp | 417.96%-430.9pp |
| Employer contribution / active EE | $9,374 | $6,829+37.3% | $6,166+52.0% | $4,740+97.8% |
| Participant deferral / active EE | $4,716 | $8,986-47.5% | $8,363-43.6% | $6,400-26.3% |
| Admin fee / account holder | $5,589 | $13,783-59.5% | $11,616-51.9% | $11,426-51.1% |