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 | $202,731 | $78,422+158.5% | $95,952+111.3% | $79,858+153.9% |
| Participation rate | 94.6% | 73.5%+21.1pp | 77.1%+17.5pp | 69.6%+25.0pp |
| Annual return | 17.64% | 19.37%-1.7pp | 91.61%-74.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $4,649 | $1,945+139.0% | $2,541+83.0% | $2,471+88.1% |
| Participant deferral / active EE | $6,845 | $3,440+99.0% | $4,167+64.3% | $3,740+83.0% |
| Admin fee / account holder | $5,055 | $5,622-10.1% | $6,795-25.6% | $5,306-4.7% |