Filed January 19, 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 | $118,727 | $87,841+35.2% | $133,980-11.4% | $62,891+88.8% |
| Participation rate | 96.2% | 83.4%+12.8pp | 87.1%+9.1pp | 69.3%+26.8pp |
| Annual return | 9.70% | 12.05%-2.4pp | 29.30%-19.6pp | 20.14%-10.4pp |
| Employer contribution / active EE | $2,393 | $3,483-31.3% | $5,211-54.1% | $2,281+4.9% |
| Participant deferral / active EE | $3,465 | $4,812-28.0% | $6,282-44.8% | $3,203+8.2% |
| Admin fee / account holder | $1,627 | $5,371-69.7% | $9,324-82.6% | $4,296-62.1% |