Filed January 18, 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 7-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 | $65,581 | $159,901-59.0% | $146,958-55.4% | $145,922-55.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.02% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,823 | $5,286-46.6% | $4,933-42.8% | $4,660-39.4% |
| Participant deferral / active EE | $7,234 | $8,428-14.2% | $8,070-10.4% | $6,688+8.2% |
| Admin fee / account holder | $3,356 | $15,044-77.7% | $12,998-74.2% | $13,397-75.0% |