Filed February 2, 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 | $95,939 | $101,069-5.1% | $81,478+17.7% | $147,584-35.0% |
| Participation rate | 93.8% | 74.5%+19.3pp | 68.0%+25.8pp | 82.8%+10.9pp |
| Annual return | 13.03% | 32.40%-19.4pp | 38.78%-25.7pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,787 | $3,205-44.3% | $2,568-30.4% | $4,876-63.4% |
| Participant deferral / active EE | $3,304 | $4,242-22.1% | $3,537-6.6% | $5,439-39.2% |
| Admin fee / account holder | $1,625 | $5,812-72.0% | $4,561-64.4% | $10,885-85.1% |