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 | $85,426 | $58,577+45.8% | $83,333+2.5% | $64,186+33.1% |
| Participation rate | 81.7% | 72.0%+9.7pp | 77.8%+4.0pp | 69.6%+12.2pp |
| Annual return | -7.84% | 9.65%-17.5pp | 10.63%-18.5pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,019 | $2,098-51.4% | $3,379-69.8% | $2,381-57.2% |
| Participant deferral / active EE | $5,694 | $4,654+22.3% | $5,565+2.3% | $3,470+64.1% |
| Admin fee / account holder | $2,378 | $9,275-74.4% | $7,510-68.3% | $4,888-51.4% |