Filed January 25, 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 | $38,276 | $91,552-58.2% | $133,956-71.4% | $79,858-52.1% |
| Participation rate | 97.4% | 73.3%+24.1pp | 79.8%+17.6pp | 69.6%+27.8pp |
| Annual return | 19.71% | 61.85%-42.1pp | 45.09%-25.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $5,816 | $2,384+144.0% | $3,919+48.4% | $2,471+135.4% |
| Participant deferral / active EE | $3,653 | $3,733-2.2% | $5,048-27.6% | $3,740-2.3% |
| Admin fee / account holder | $1,689 | $6,321-73.3% | $8,927-81.1% | $5,306-68.2% |