Filed January 10, 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 | $109,242 | $160,055-31.7% | $140,016-22.0% | $135,375-19.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.53% | 911.38%-911.9pp | 651.12%-651.7pp | 519.73%-520.3pp |
| Employer contribution / active EE | $4,263 | $6,420-33.6% | $5,606-23.9% | $4,779-10.8% |
| Participant deferral / active EE | $3,179 | $7,642-58.4% | $6,927-54.1% | $5,609-43.3% |
| Admin fee / account holder | $754 | $13,328-94.3% | $10,705-93.0% | $10,827-93.0% |