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 | $94,238 | $86,929+8.4% | $102,423-8.0% | $80,856+16.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.80% | 18.88%-7.1pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $4,172 | $2,369+76.1% | $3,023+38.0% | $2,755+51.4% |
| Participant deferral / active EE | $5,201 | $4,118+26.3% | $5,053+2.9% | $4,296+21.1% |
| Admin fee / account holder | $20,259 | $8,049+151.7% | $9,451+114.4% | $6,918+192.9% |