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 | $143,375 | $125,758+14.0% | $169,993-15.7% | $75,163+90.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.86% | 27.20%-7.3pp | 53.37%-33.5pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,791 | $4,615-39.5% | $6,785-58.9% | $2,670+4.5% |
| Participant deferral / active EE | $5,433 | $6,837-20.5% | $10,408-47.8% | $4,125+31.7% |
| Admin fee / account holder | $18,124 | $8,173+121.7% | $12,815+41.4% | $5,651+220.7% |