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 | $44,988 | $99,985-55.0% | $146,665-69.3% | $85,850-47.6% |
| Participation rate | 97.8% | 73.1%+24.7pp | 80.1%+17.7pp | 69.3%+28.5pp |
| Annual return | 14.82% | 18.93%-4.1pp | 22.74%-7.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $5,412 | $2,559+111.5% | $4,136+30.8% | $2,565+111.0% |
| Participant deferral / active EE | $3,554 | $4,006-11.3% | $5,506-35.4% | $3,952-10.1% |
| Admin fee / account holder | $1,105 | $7,702-85.7% | $10,280-89.3% | $6,260-82.4% |