Filed January 25, 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 | $80,829 | $109,359-26.1% | $162,163-50.2% | $72,985+10.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.82% | 25.46%-6.6pp | 115.59%-96.8pp | 81.00%-62.2pp |
| Employer contribution / active EE | $13,293 | $3,907+240.2% | $5,614+136.8% | $2,440+444.8% |
| Participant deferral / active EE | $3,154 | $5,481-42.4% | $7,298-56.8% | $3,607-12.6% |
| Admin fee / account holder | $10,015 | $7,972+25.6% | $10,843-7.6% | $5,124+95.4% |