Filed April 6, 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 | $105,941 | $197,591-46.4% | $177,821-40.4% | $158,922-33.3% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 8.99% | 58.76%-49.8pp | 48.32%-39.3pp | 302.83%-293.8pp |
| Employer contribution / active EE | $10,382 | $6,697+55.0% | $5,918+75.4% | $4,761+118.0% |
| Participant deferral / active EE | $4,468 | $8,405-46.8% | $7,714-42.1% | $5,982-25.3% |
| Admin fee / account holder | $12,587 | $15,399-18.3% | $12,427+1.3% | $11,246+11.9% |