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 | $159,837 | $138,347+15.5% | $184,203-13.2% | $80,856+97.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.27% | 20.02%-6.7pp | 28.81%-15.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $6,265 | $4,850+29.2% | $6,427-2.5% | $2,755+127.4% |
| Participant deferral / active EE | $4,278 | $7,071-39.5% | $9,131-53.2% | $4,296-0.4% |
| Admin fee / account holder | $4,152 | $10,483-60.4% | $13,901-70.1% | $6,918-40.0% |