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 | $176,721 | $123,793+42.8% | $177,821-0.6% | $79,858+121.3% |
| Participation rate | 82.4% | 84.7%-2.3pp | 87.7%-5.4pp | 69.6%+12.7pp |
| Annual return | 17.04% | 22.82%-5.8pp | 48.32%-31.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,602 | $4,095-36.5% | $5,918-56.0% | $2,471+5.3% |
| Participant deferral / active EE | $4,107 | $5,956-31.0% | $7,714-46.8% | $3,740+9.8% |
| Admin fee / account holder | $9,619 | $7,243+32.8% | $12,427-22.6% | $5,306+81.3% |