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 | $166,065 | $137,414+20.9% | $189,513-12.4% | $85,850+93.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.75% | 38.14%-22.4pp | 555.15%-539.4pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,359 | $4,344-45.7% | $6,162-61.7% | $2,565-8.0% |
| Participant deferral / active EE | $4,407 | $6,260-29.6% | $8,221-46.4% | $3,952+11.5% |
| Admin fee / account holder | $19,857 | $8,630+130.1% | $12,045+64.9% | $6,260+217.2% |