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 | $125,392 | $125,758-0.3% | $169,993-26.2% | $75,163+66.8% |
| Participation rate | 94.1% | 83.6%+10.5pp | 87.0%+7.1pp | 67.2%+26.9pp |
| Annual return | 19.56% | 27.20%-7.6pp | 53.37%-33.8pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,951 | $4,615-36.0% | $6,785-56.5% | $2,670+10.5% |
| Participant deferral / active EE | $4,151 | $6,837-39.3% | $10,408-60.1% | $4,125+0.6% |
| Admin fee / account holder | $1,840 | $8,173-77.5% | $12,815-85.6% | $5,651-67.4% |