Filed January 6, 2006 (most recent of 4 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 | $182,860 | $71,883+154.4% | $86,677+111.0% | $68,494+167.0% |
| Participation rate | 94.6% | 72.2%+22.4pp | 76.6%+18.0pp | 67.9%+26.7pp |
| Annual return | -15.79% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $5,054 | $2,173+132.6% | $2,836+78.2% | $2,596+94.7% |
| Participant deferral / active EE | $7,577 | $3,779+100.5% | $4,656+62.7% | $4,027+88.1% |
| Admin fee / account holder | $12,070 | $6,112+97.5% | $7,493+61.1% | $5,403+123.4% |