Filed January 6, 2006 (most recent of 4 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 | $131,003 | $62,586+109.3% | $76,768+70.6% | $64,186+104.1% |
| Participation rate | 89.7% | 72.8%+16.9pp | 77.0%+12.8pp | 69.6%+20.2pp |
| Annual return | -3.35% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $4,244 | $1,832+131.7% | $2,485+70.8% | $2,381+78.3% |
| Participant deferral / active EE | $5,635 | $3,145+79.2% | $3,852+46.3% | $3,470+62.4% |
| Admin fee / account holder | $21,760 | $4,667+366.3% | $6,675+226.0% | $4,888+345.2% |