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 | $69,437 | $94,529-26.5% | $140,016-50.4% | $64,186+8.2% |
| Participation rate | 80.8% | 84.1%-3.3pp | 87.5%-6.7pp | 69.6%+11.2pp |
| Annual return | -5.47% | 7.77%-13.2pp | 651.12%-656.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,788 | $3,812-26.9% | $5,606-50.3% | $2,381+17.1% |
| Participant deferral / active EE | $3,391 | $5,250-35.4% | $6,927-51.0% | $3,470-2.3% |
| Admin fee / account holder | $7,965 | $6,741+18.2% | $10,705-25.6% | $4,888+63.0% |