Filed January 6, 2006 (most recent of 3 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 | $131,350 | $109,359+20.1% | $162,163-19.0% | $72,985+80.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.88% | 25.46%-4.6pp | 115.59%-94.7pp | 81.00%-60.1pp |
| Employer contribution / active EE | $5,444 | $3,907+39.3% | $5,614-3.0% | $2,440+123.1% |
| Participant deferral / active EE | $4,515 | $5,481-17.6% | $7,298-38.1% | $3,607+25.2% |
| Admin fee / account holder | $10,182 | $7,972+27.7% | $10,843-6.1% | $5,124+98.7% |