Filed January 17, 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 | $163,258 | $78,705+107.4% | $117,854+38.5% | $70,131+132.8% |
| Participation rate | 83.3% | 73.2%+10.1pp | 79.7%+3.7pp | 69.5%+13.8pp |
| Annual return | 26.64% | 23.30%+3.3pp | 335.08%-308.4pp | 73.14%-46.5pp |
| Employer contribution / active EE | $2,105 | $2,223-5.3% | $3,786-44.4% | $2,342-10.2% |
| Participant deferral / active EE | $6,737 | $3,297+104.3% | $4,482+50.3% | $3,332+102.2% |
| Admin fee / account holder | $3,190 | $5,065-37.0% | $8,020-60.2% | $4,645-31.3% |