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 | $68,830 | $43,327+58.9% | $59,878+15.0% | $64,186+7.2% |
| Participation rate | 78.7% | 69.2%+9.5pp | 74.7%+4.0pp | 69.6%+9.1pp |
| Annual return | -2.34% | -1.55%-0.8pp | 3.46%-5.8pp | 7.63%-10.0pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,242 | $2,546-11.9% | $3,402-34.1% | $3,470-35.4% |
| Admin fee / account holder | $1,960 | $3,005-34.8% | $3,590-45.4% | $4,888-59.9% |