Filed February 21, 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 | $127,579 | $109,359+16.7% | $162,163-21.3% | $72,985+74.8% |
| Participation rate | 97.2% | 84.3%+13.0pp | 87.6%+9.7pp | 69.5%+27.7pp |
| Annual return | 26.55% | 25.46%+1.1pp | 115.59%-89.0pp | 81.00%-54.5pp |
| Employer contribution / active EE | $2,080 | $3,907-46.8% | $5,614-62.9% | $2,440-14.7% |
| Participant deferral / active EE | $3,910 | $5,481-28.7% | $7,298-46.4% | $3,607+8.4% |
| Admin fee / account holder | $1,428 | $7,972-82.1% | $10,843-86.8% | $5,124-72.1% |