Filed January 31, 2006 (most recent of 3 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 9-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 | $33,205 | $58,083-42.8% | $80,019-58.5% | $56,287-41.0% |
| Participation rate | 71.8% | 73.6%-1.8pp | 75.8%-4.0pp | 69.9%+2.0pp |
| Annual return | -6.79% | 34.61%-41.4pp | 11.22%-18.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $529 | $1,932-72.6% | $2,468-78.6% | $2,111-75.0% |
| Participant deferral / active EE | $2,271 | $3,135-27.6% | $3,686-38.4% | $3,350-32.2% |
| Admin fee / account holder | $1,300 | $623+108.8% | $6,521-80.1% | $521+149.6% |