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 4-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 | $10,800 | $67,331-84.0% | $60,874-82.3% | $134,475-92.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.90% | 49.93%-68.8pp | 16.90%-35.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $5,169 | $3,096+66.9% | $2,701+91.3% | $4,740+9.1% |
| Participant deferral / active EE | $5,904 | $4,538+30.1% | $3,817+54.7% | $6,400-7.8% |
| Admin fee / account holder | $305 | $4,582-93.4% | $3,224-90.6% | $11,426-97.3% |