Filed January 13, 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.
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 | $40,996 | $52,467-21.9% | $57,179-28.3% | $55,167-25.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 5.63% | 7.72%-2.1pp | 14.59%-9.0pp | 169.23%-163.6pp |
| Employer contribution / active EE | $1,856 | $2,477-25.1% | $2,682-30.8% | $1,963-5.4% |
| Participant deferral / active EE | $1,967 | $2,830-30.5% | $3,096-36.5% | $3,054-35.6% |
| Admin fee / account holder | $2,203 | $269+718.9% | $3,139-29.8% | $504+337.2% |