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 | $79,883 | $214,378-62.7% | $200,582-60.2% | $142,382-43.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.15% | 46.41%-34.3pp | 42.33%-30.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $6,037 | $6,841-11.8% | $6,419-6.0% | $4,299+40.4% |
| Participant deferral / active EE | $3,254 | $9,865-67.0% | $9,331-65.1% | $6,507-50.0% |
| Admin fee / account holder | $527 | $17,692-97.0% | $16,305-96.8% | $12,624-95.8% |