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 | $92,955 | $80,968+14.8% | $96,544-3.7% | $75,163+23.7% |
| Participation rate | 84.4% | 71.8%+12.6pp | 76.0%+8.4pp | 67.2%+17.2pp |
| Annual return | 17.43% | 27.06%-9.6pp | 25.84%-8.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,633 | $2,282+59.2% | $2,965+22.5% | $2,670+36.1% |
| Participant deferral / active EE | $4,680 | $3,928+19.1% | $4,851-3.5% | $4,125+13.4% |
| Admin fee / account holder | $749 | $6,724-88.9% | $8,252-90.9% | $5,651-86.7% |