Filed February 21, 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 8-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 | $190,362 | $78,694+141.9% | $67,652+181.4% | $125,391+51.8% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.1pp | 83.2%+2.5pp |
| Annual return | -1.03% | 9.46%-10.5pp | 6625.04%-6626.1pp | 282.22%-283.3pp |
| Employer contribution / active EE | $4,860 | $3,044+59.7% | $2,266+114.5% | $4,866-0.1% |
| Participant deferral / active EE | $10,885 | $4,292+153.6% | $3,560+205.8% | $5,352+103.4% |
| Admin fee / account holder | $6,499 | $7,403-12.2% | $4,821+34.8% | $9,540-31.9% |