Filed February 23, 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 8-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 | $167,065 | $95,416+75.1% | $185,823-10.1% | $85,850+94.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.92% | 23.59%-11.7pp | 122.05%-110.1pp | 318.53%-306.6pp |
| Employer contribution / active EE | $4,408 | $3,314+33.0% | $5,167-14.7% | $2,565+71.9% |
| Participant deferral / active EE | $4,109 | $3,423+20.0% | $5,568-26.2% | $3,952+4.0% |
| Admin fee / account holder | $10,449 | $7,213+44.9% | $16,237-35.6% | $6,260+66.9% |