Filed January 6, 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 | $55,182 | $209,336-73.6% | $197,124-72.0% | $137,256-59.8% |
| Participation rate | 94.7% | 87.3%+7.4pp | 86.7%+8.0pp | 80.0%+14.8pp |
| Annual return | 13.20% | 48.09%-34.9pp | 44.34%-31.1pp | 220.34%-207.1pp |
| Employer contribution / active EE | $5,206 | $6,591-21.0% | $6,227-16.4% | $4,156+25.3% |
| Participant deferral / active EE | $5,579 | $9,614-42.0% | $9,135-38.9% | $6,407-12.9% |
| Admin fee / account holder | $17,140 | $17,308-1.0% | $16,298+5.2% | $12,270+39.7% |