Filed February 21, 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 | $71,046 | $100,041-29.0% | $149,718-52.5% | $70,131+1.3% |
| Participation rate | 75.9% | 83.6%-7.7pp | 87.1%-11.2pp | 69.5%+6.3pp |
| Annual return | 16.80% | 27.43%-10.6pp | 1501.63%-1484.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,872 | $3,662-21.6% | $5,445-47.2% | $2,342+22.6% |
| Participant deferral / active EE | $3,430 | $4,983-31.2% | $6,569-47.8% | $3,332+3.0% |
| Admin fee / account holder | $2,446 | $8,286-70.5% | $11,283-78.3% | $4,645-47.3% |