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 | $82,877 | $62,586+32.4% | $76,768+8.0% | $64,186+29.1% |
| Participation rate | 96.0% | 72.8%+23.2pp | 77.0%+19.0pp | 69.6%+26.4pp |
| Annual return | -0.09% | -1.95%+1.9pp | 2.43%-2.5pp | 7.63%-7.7pp |
| Employer contribution / active EE | $4,005 | $1,832+118.6% | $2,485+61.2% | $2,381+68.2% |
| Participant deferral / active EE | $4,527 | $3,145+44.0% | $3,852+17.5% | $3,470+30.5% |
| Admin fee / account holder | $6,505 | $4,667+39.4% | $6,675-2.5% | $4,888+33.1% |