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 | $100,777 | $94,529+6.6% | $140,016-28.0% | $64,186+57.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.51% | 7.77%-13.3pp | 651.12%-656.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $9,006 | $3,812+136.2% | $5,606+60.6% | $2,381+278.3% |
| Participant deferral / active EE | $6,176 | $5,250+17.6% | $6,927-10.8% | $3,470+78.0% |
| Admin fee / account holder | $16,270 | $6,741+141.4% | $10,705+52.0% | $4,888+232.9% |