Filed May 10, 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 6-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 | $28,665 | $39,798-28.0% | $67,711-57.7% | $59,632-51.9% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -0.30% | 89.94%-90.2pp | 25.41%-25.7pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,221 | $1,393-12.3% | $2,559-52.3% | $2,203-44.6% |
| Participant deferral / active EE | $1,864 | $2,335-20.2% | $3,585-48.0% | $3,192-41.6% |
| Admin fee / account holder | $901 | $3,212-71.9% | $4,255-78.8% | $4,297-79.0% |