Filed January 17, 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 | $68,806 | $57,281+20.1% | $86,612-20.6% | $75,163-8.5% |
| Participation rate | 87.5% | 63.2%+24.3pp | 71.7%+15.8pp | 67.2%+20.3pp |
| Annual return | 18.11% | 2670.75%-2652.6pp | 591.07%-573.0pp | 160.62%-142.5pp |
| Employer contribution / active EE | $4,734 | $2,314+104.5% | $3,022+56.6% | $2,670+77.3% |
| Participant deferral / active EE | $9,601 | $3,318+189.4% | $4,438+116.4% | $4,125+132.7% |
| Admin fee / account holder | $6,234 | $4,112+51.6% | $5,614+11.0% | $5,651+10.3% |