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 | $132,251 | $136,307-3.0% | $177,821-25.6% | $73,488+80.0% |
| Participation rate | 94.0% | 86.1%+7.9pp | 87.7%+6.3pp | 70.7%+23.3pp |
| Annual return | 12.72% | 18.68%-6.0pp | 48.32%-35.6pp | 28.51%-15.8pp |
| Employer contribution / active EE | $3,614 | $3,712-2.6% | $5,918-38.9% | $2,270+59.2% |
| Participant deferral / active EE | $4,864 | $5,829-16.6% | $7,714-37.0% | $3,740+30.1% |
| Admin fee / account holder | $5,109 | $596+757.8% | $12,427-58.9% | $513+895.7% |