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 | $108,955 | $201,272-45.9% | $184,203-40.9% | $145,922-25.3% |
| Participation rate | 79.2% | 87.5%-8.3pp | 86.8%-7.7pp | 80.3%-1.1pp |
| Annual return | 12.28% | 29.00%-16.7pp | 28.81%-16.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,742 | $7,022-60.9% | $6,427-57.3% | $4,660-41.1% |
| Participant deferral / active EE | $5,378 | $9,806-45.2% | $9,131-41.1% | $6,688-19.6% |
| Admin fee / account holder | $3,235 | $16,364-80.2% | $13,901-76.7% | $13,397-75.9% |