Filed February 4, 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 | $125,721 | $82,032+53.3% | $123,104+2.1% | $59,632+110.8% |
| Participation rate | 98.0% | 83.2%+14.8pp | 86.8%+11.3pp | 68.7%+29.4pp |
| Annual return | -1.91% | 5.12%-7.0pp | 13.22%-15.1pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $2,157 | $3,297-34.6% | $5,151-58.1% | $2,203-2.1% |
| Participant deferral / active EE | $6,478 | $4,667+38.8% | $6,230+4.0% | $3,192+103.0% |
| Admin fee / account holder | $1,310 | $5,881-77.7% | $9,015-85.5% | $4,297-69.5% |