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 | $77,340 | $79,523-2.7% | $140,016-44.8% | $56,287+37.4% |
| Participation rate | 77.0% | 85.7%-8.7pp | 87.5%-10.5pp | 69.9%+7.1pp |
| Annual return | -5.42% | 2.39%-7.8pp | 651.12%-656.5pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,790 | $3,350-16.7% | $5,606-50.2% | $2,111+32.2% |
| Participant deferral / active EE | $4,098 | $5,129-20.1% | $6,927-40.8% | $3,350+22.3% |
| Admin fee / account holder | $21,746 | $614+3440.0% | $10,705+103.1% | $521+4074.4% |