Filed March 9, 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 10-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 | $83,646 | $82,032+2.0% | $123,104-32.1% | $59,632+40.3% |
| Participation rate | 83.0% | 83.2%-0.2pp | 86.8%-3.8pp | 68.7%+14.3pp |
| Annual return | -1.17% | 5.12%-6.3pp | 13.22%-14.4pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $3,192 | $3,297-3.2% | $5,151-38.0% | $2,203+44.9% |
| Participant deferral / active EE | $4,475 | $4,667-4.1% | $6,230-28.2% | $3,192+40.2% |
| Admin fee / account holder | $3,657 | $5,881-37.8% | $9,015-59.4% | $4,297-14.9% |