Filed February 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 | $115,859 | $214,378-46.0% | $200,582-42.2% | $142,382-18.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 13.43% | 46.41%-33.0pp | 42.33%-28.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,571 | $6,841-62.4% | $6,419-59.9% | $4,299-40.2% |
| Participant deferral / active EE | $4,700 | $9,865-52.4% | $9,331-49.6% | $6,507-27.8% |
| Admin fee / account holder | $1,938 | $17,692-89.0% | $16,305-88.1% | $12,624-84.6% |