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 | $224,511 | $80,968+177.3% | $96,544+132.5% | $75,163+198.7% |
| Participation rate | 86.8% | 71.8%+15.1pp | 76.0%+10.9pp | 67.2%+19.7pp |
| Annual return | 18.47% | 27.06%-8.6pp | 25.84%-7.4pp | 160.62%-142.2pp |
| Employer contribution / active EE | $5,331 | $2,282+133.6% | $2,965+79.8% | $2,670+99.7% |
| Participant deferral / active EE | $7,590 | $3,928+93.2% | $4,851+56.5% | $4,125+84.0% |
| Admin fee / account holder | $2,372 | $6,724-64.7% | $8,252-71.3% | $5,651-58.0% |