Filed January 6, 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 | $171,089 | $62,586+173.4% | $76,768+122.9% | $64,186+166.6% |
| Participation rate | 98.6% | 72.8%+25.8pp | 77.0%+21.6pp | 69.6%+29.0pp |
| Annual return | -4.80% | -1.95%-2.9pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $7,039 | $1,832+284.2% | $2,485+183.2% | $2,381+195.7% |
| Participant deferral / active EE | $6,810 | $3,145+116.6% | $3,852+76.8% | $3,470+96.3% |
| Admin fee / account holder | $14,777 | $4,667+216.6% | $6,675+121.4% | $4,888+202.3% |