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 | $115,577 | $109,359+5.7% | $162,163-28.7% | $72,985+58.4% |
| Participation rate | 99.0% | 84.3%+14.7pp | 87.6%+11.4pp | 69.5%+29.5pp |
| Annual return | 19.52% | 25.46%-5.9pp | 115.59%-96.1pp | 81.00%-61.5pp |
| Employer contribution / active EE | $3,435 | $3,907-12.1% | $5,614-38.8% | $2,440+40.8% |
| Participant deferral / active EE | $4,322 | $5,481-21.1% | $7,298-40.8% | $3,607+19.8% |
| Admin fee / account holder | $9,080 | $7,972+13.9% | $10,843-16.3% | $5,124+77.2% |