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 | $108,334 | $67,606+60.2% | $82,313+31.6% | $70,131+54.5% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.9%+16.6pp | 69.5%+23.9pp |
| Annual return | 18.60% | 21.57%-3.0pp | 25.88%-7.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,522 | $1,755-13.3% | $2,428-37.3% | $2,342-35.0% |
| Participant deferral / active EE | $3,612 | $2,987+20.9% | $3,706-2.6% | $3,332+8.4% |
| Admin fee / account holder | $31,693 | $4,512+602.4% | $5,608+465.2% | $4,645+582.3% |