Filed January 10, 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 | $181,961 | $110,094+65.3% | $151,611+20.0% | $68,494+165.7% |
| Participation rate | 85.4% | 84.0%+1.5pp | 87.5%-2.1pp | 67.9%+17.5pp |
| Annual return | -7.00% | -10.12%+3.1pp | 3.33%-10.3pp | -7.84%+0.8pp |
| Employer contribution / active EE | $2,151 | $4,471-51.9% | $6,166-65.1% | $2,596-17.2% |
| Participant deferral / active EE | $7,443 | $6,527+14.0% | $8,363-11.0% | $4,027+84.8% |
| Admin fee / account holder | $31,649 | $7,719+310.0% | $11,616+172.5% | $5,403+485.8% |