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 | $101,592 | $63,355+60.4% | $91,989+10.4% | $72,985+39.2% |
| Participation rate | 82.2% | 72.5%+9.7pp | 78.6%+3.6pp | 69.5%+12.7pp |
| Annual return | 21.93% | 35.35%-13.4pp | 69.02%-47.1pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,067 | $2,116-49.5% | $3,452-69.1% | $2,440-56.3% |
| Participant deferral / active EE | $6,363 | $4,883+30.3% | $5,923+7.4% | $3,607+76.4% |
| Admin fee / account holder | $4,297 | $4,668-8.0% | $7,743-44.5% | $5,124-16.1% |