Filed January 16, 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 | $56,676 | $92,703-38.9% | $82,719-31.5% | $134,475-57.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.31% | 944.92%-963.2pp | 701.18%-719.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,104 | $3,274+55.9% | $3,009+69.6% | $4,740+7.7% |
| Participant deferral / active EE | $7,679 | $4,802+59.9% | $4,395+74.7% | $6,400+20.0% |
| Admin fee / account holder | $1,356 | $5,983-77.3% | $5,329-74.5% | $11,426-88.1% |