Filed January 20, 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 | $120,588 | $100,041+20.5% | $149,718-19.5% | $70,131+71.9% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.1%+11.8pp | 69.5%+29.4pp |
| Annual return | 15.52% | 27.43%-11.9pp | 1501.63%-1486.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $3,303 | $3,662-9.8% | $5,445-39.3% | $2,342+41.0% |
| Participant deferral / active EE | $4,068 | $4,983-18.3% | $6,569-38.1% | $3,332+22.1% |
| Admin fee / account holder | $5,754 | $8,286-30.6% | $11,283-49.0% | $4,645+23.9% |