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 | $128,907 | $86,286+49.4% | $111,297+15.8% | $85,850+50.2% |
| Participation rate | 88.9% | 73.3%+15.6pp | 77.3%+11.6pp | 69.3%+19.6pp |
| Annual return | 11.39% | 19.99%-8.6pp | 54.65%-43.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $3,855 | $2,043+88.7% | $2,731+41.1% | $2,565+50.3% |
| Participant deferral / active EE | $4,698 | $3,641+29.0% | $4,487+4.7% | $3,952+18.9% |
| Admin fee / account holder | $8,625 | $8,188+5.3% | $7,964+8.3% | $6,260+37.8% |