Filed January 27, 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 | $233,874 | $215,361+8.6% | $171,082+36.7% | $273,961-14.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.21% | 25.14%-16.9pp | 32.56%-24.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $4,133 | $4,967-16.8% | $4,002+3.3% | $4,869-15.1% |
| Participant deferral / active EE | $10,045 | $5,543+81.2% | $4,797+109.4% | $5,287+90.0% |
| Admin fee / account holder | $4,345 | $10,846-59.9% | $8,520-49.0% | $10,132-57.1% |