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 | $182,708 | $86,929+110.2% | $102,423+78.4% | $80,856+126.0% |
| Participation rate | 98.0% | 72.4%+25.6pp | 76.5%+21.5pp | 67.6%+30.3pp |
| Annual return | 11.44% | 18.88%-7.4pp | 29.32%-17.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $6,261 | $2,369+164.2% | $3,023+107.1% | $2,755+127.3% |
| Participant deferral / active EE | $10,097 | $4,118+145.2% | $5,053+99.8% | $4,296+135.1% |
| Admin fee / account holder | $14,973 | $8,049+86.0% | $9,451+58.4% | $6,918+116.4% |