Filed January 20, 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 | $103,006 | $82,032+25.6% | $123,104-16.3% | $59,632+72.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.24% | 5.12%-5.4pp | 13.22%-13.5pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $3,311 | $3,297+0.4% | $5,151-35.7% | $2,203+50.3% |
| Participant deferral / active EE | $4,476 | $4,667-4.1% | $6,230-28.1% | $3,192+40.2% |
| Admin fee / account holder | $4,725 | $5,881-19.7% | $9,015-47.6% | $4,297+10.0% |