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 | $148,750 | $72,492+105.2% | $87,100+70.8% | $72,985+103.8% |
| Participation rate | 94.9% | 72.8%+22.1pp | 76.9%+18.0pp | 69.5%+25.4pp |
| Annual return | 20.47% | 24.46%-4.0pp | 28.19%-7.7pp | 81.00%-60.5pp |
| Employer contribution / active EE | $4,089 | $1,894+115.9% | $2,521+62.2% | $2,440+67.6% |
| Participant deferral / active EE | $5,763 | $3,270+76.3% | $4,049+42.3% | $3,607+59.7% |
| Admin fee / account holder | $1,129 | $5,055-77.7% | $7,497-84.9% | $5,124-78.0% |