Filed March 22, 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 | $100,813 | $95,803+5.2% | $113,168-10.9% | $84,808+18.9% |
| Participation rate | 80.3% | 72.9%+7.4pp | 76.6%+3.7pp | 68.3%+12.0pp |
| Annual return | 15.11% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $995 | $2,360-57.8% | $2,975-66.5% | $2,631-62.2% |
| Participant deferral / active EE | $4,504 | $4,242+6.2% | $5,107-11.8% | $4,212+7.0% |
| Admin fee / account holder | $6,194 | $8,989-31.1% | $12,068-48.7% | $7,344-15.7% |