Filed January 6, 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 | $56,807 | $91,190-37.7% | $178,490-68.2% | $79,858-28.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 21.86% | 24.19%-2.3pp | 151.07%-129.2pp | 31.71%-9.9pp |
| Employer contribution / active EE | $3,362 | $3,256+3.2% | $5,011-32.9% | $2,471+36.1% |
| Participant deferral / active EE | $5,039 | $3,236+55.7% | $5,202-3.1% | $3,740+34.7% |
| Admin fee / account holder | $1,855 | $6,751-72.5% | $13,984-86.7% | $5,306-65.0% |