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 | $230,868 | $88,707+160.3% | $74,183+211.2% | $273,961-15.7% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 6.28% | 11.94%-5.7pp | 17.74%-11.5pp | 41.45%-35.2pp |
| Employer contribution / active EE | $4,961 | $3,159+57.0% | $2,370+109.3% | $4,869+1.9% |
| Participant deferral / active EE | $12,562 | $4,212+198.3% | $3,550+253.9% | $5,287+137.6% |
| Admin fee / account holder | $6,045 | $8,717-30.6% | $5,586+8.2% | $10,132-40.3% |