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.
See the 8-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 | $54,402 | $40,256+35.1% | $57,343-5.1% | $59,632-8.8% |
| Participation rate | 91.8% | 69.2%+22.6pp | 75.1%+16.7pp | 68.7%+23.1pp |
| Annual return | 2.00% | 27.49%-25.5pp | 24.39%-22.4pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,231 | $2,399+34.7% | $3,162+2.2% | $3,192+1.2% |
| Admin fee / account holder | $1,226 | $2,818-56.5% | $3,356-63.5% | $4,297-71.5% |