Filed March 5, 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 | $73,119 | $167,484-56.3% | $151,611-51.8% | $134,475-45.6% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -13.55% | 7.80%-21.3pp | 3.33%-16.9pp | 417.96%-431.5pp |
| Employer contribution / active EE | $4,159 | $6,829-39.1% | $6,166-32.5% | $4,740-12.3% |
| Participant deferral / active EE | $6,094 | $8,986-32.2% | $8,363-27.1% | $6,400-4.8% |
| Admin fee / account holder | $10,914 | $13,783-20.8% | $11,616-6.0% | $11,426-4.5% |