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 | $124,265 | $148,978-16.6% | $200,582-38.0% | $84,808+46.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.44% | 28.16%-13.7pp | 42.33%-27.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,027 | $4,815-37.1% | $6,419-52.8% | $2,631+15.1% |
| Participant deferral / active EE | $7,512 | $7,142+5.2% | $9,331-19.5% | $4,212+78.4% |
| Admin fee / account holder | $30,892 | $13,977+121.0% | $16,305+89.5% | $7,344+320.7% |