Filed January 27, 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 | $146,127 | $86,286+69.4% | $111,297+31.3% | $85,850+70.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 13.52% | 19.99%-6.5pp | 54.65%-41.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $3,971 | $2,043+94.3% | $2,731+45.4% | $2,565+54.8% |
| Participant deferral / active EE | $7,922 | $3,641+117.6% | $4,487+76.5% | $3,952+100.5% |
| Admin fee / account holder | $2,252 | $8,188-72.5% | $7,964-71.7% | $6,260-64.0% |