Filed January 10, 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 | $120,093 | $49,177+144.2% | $79,464+51.1% | $64,186+87.1% |
| Participation rate | 95.1% | 65.0%+30.1pp | 73.3%+21.7pp | 69.6%+25.5pp |
| Annual return | -3.37% | -1.16%-2.2pp | 718.14%-721.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $5,196 | $2,076+150.2% | $2,800+85.5% | $2,381+118.2% |
| Participant deferral / active EE | $5,322 | $2,821+88.6% | $3,704+43.7% | $3,470+53.4% |
| Admin fee / account holder | $5,329 | $3,839+38.8% | $5,113+4.2% | $4,888+9.0% |