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 | $174,055 | $148,978+16.8% | $200,582-13.2% | $84,808+105.2% |
| Participation rate | 97.6% | 84.2%+13.3pp | 86.9%+10.7pp | 68.3%+29.2pp |
| Annual return | 16.43% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $6,656 | $4,815+38.2% | $6,419+3.7% | $2,631+153.0% |
| Participant deferral / active EE | $4,639 | $7,142-35.1% | $9,331-50.3% | $4,212+10.1% |
| Admin fee / account holder | $17,295 | $13,977+23.7% | $16,305+6.1% | $7,344+135.5% |