Filed February 21, 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 | $226,970 | $59,107+284.0% | $86,436+162.6% | $68,494+231.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.38% | -0.23%-16.1pp | 4394.89%-4411.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $8,518 | $2,519+238.1% | $3,769+126.0% | $2,596+228.1% |
| Participant deferral / active EE | $7,623 | $5,901+29.2% | $6,952+9.7% | $4,027+89.3% |
| Admin fee / account holder | $23,597 | $5,637+318.6% | $6,731+250.6% | $5,403+336.8% |