Filed January 27, 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 | $148,841 | $49,280+202.0% | $67,313+121.1% | $64,186+131.9% |
| Participation rate | 82.4% | 60.8%+21.6pp | 69.1%+13.3pp | 69.6%+12.8pp |
| Annual return | -5.99% | -1.39%-4.6pp | -4.08%-1.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,925 | $1,668+135.3% | $2,566+53.0% | $2,381+64.9% |
| Participant deferral / active EE | $6,738 | $2,484+171.2% | $3,568+88.8% | $3,470+94.2% |
| Admin fee / account holder | $19,923 | $3,863+415.8% | $4,507+342.1% | $4,888+307.6% |