Filed February 1, 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 | $122,882 | $83,902+46.5% | $167,512-26.6% | $84,808+44.9% |
| Participation rate | 91.7% | 66.5%+25.2pp | 77.1%+14.6pp | 68.3%+23.4pp |
| Annual return | 13.97% | 91.55%-77.6pp | 1615.79%-1601.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $5,267 | $2,264+132.7% | $3,882+35.7% | $2,631+100.2% |
| Participant deferral / active EE | $11,207 | $4,442+152.3% | $6,405+75.0% | $4,212+166.1% |
| Admin fee / account holder | $16,424 | $7,915+107.5% | $9,769+68.1% | $7,344+123.6% |