Filed March 10, 2006 (most recent of 2 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 | $152,283 | $209,832-27.4% | $189,513-19.6% | $167,490-9.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.19% | 748.27%-728.1pp | 555.15%-535.0pp | 478.56%-458.4pp |
| Employer contribution / active EE | $4,632 | $6,914-33.0% | $6,162-24.8% | $4,837-4.3% |
| Participant deferral / active EE | $5,556 | $8,935-37.8% | $8,221-32.4% | $6,341-12.4% |
| Admin fee / account holder | $369 | $14,293-97.4% | $12,045-96.9% | $12,309-97.0% |