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 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 | $217,530 | $59,107+268.0% | $86,436+151.7% | $68,494+217.6% |
| Participation rate | 94.2% | 75.2%+19.0pp | 80.3%+13.9pp | 67.9%+26.3pp |
| Annual return | -15.75% | -0.23%-15.5pp | 4394.89%-4410.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $6,012 | $2,519+138.7% | $3,769+59.5% | $2,596+131.6% |
| Participant deferral / active EE | $5,546 | $5,901-6.0% | $6,952-20.2% | $4,027+37.7% |
| Admin fee / account holder | $16,355 | $5,637+190.1% | $6,731+143.0% | $5,403+202.7% |