Filed January 23, 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 | $84,663 | $56,277+50.4% | $80,975+4.6% | $62,891+34.6% |
| Participation rate | 83.5% | 69.0%+14.6pp | 75.8%+7.7pp | 69.3%+14.2pp |
| Annual return | 8.06% | 22.12%-14.1pp | 17.10%-9.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $622 | $1,943-68.0% | $3,714-83.3% | $2,281-72.7% |
| Participant deferral / active EE | $5,353 | $4,195+27.6% | $5,696-6.0% | $3,203+67.1% |
| Admin fee / account holder | $3,473 | $3,741-7.2% | $5,516-37.0% | $4,296-19.2% |