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 | $64,449 | $201,272-68.0% | $184,203-65.0% | $145,922-55.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.48% | 29.00%-17.5pp | 28.81%-17.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $5,045 | $7,022-28.2% | $6,427-21.5% | $4,660+8.3% |
| Participant deferral / active EE | $3,709 | $9,806-62.2% | $9,131-59.4% | $6,688-44.5% |
| Admin fee / account holder | $461 | $16,364-97.2% | $13,901-96.7% | $13,397-96.6% |