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 | $234,554 | $86,286+171.8% | $111,297+110.7% | $85,850+173.2% |
| Participation rate | 94.4% | 73.3%+21.1pp | 77.3%+17.1pp | 69.3%+25.1pp |
| Annual return | 15.92% | 19.99%-4.1pp | 54.65%-38.7pp | 318.53%-302.6pp |
| Employer contribution / active EE | $4,730 | $2,043+131.5% | $2,731+73.2% | $2,565+84.4% |
| Participant deferral / active EE | $6,800 | $3,641+86.8% | $4,487+51.5% | $3,952+72.1% |
| Admin fee / account holder | $9,715 | $8,188+18.7% | $7,964+22.0% | $6,260+55.2% |