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 | $126,153 | $185,822-32.1% | $169,993-25.8% | $139,434-9.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.54% | 60.50%-42.0pp | 53.37%-34.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $4,042 | $7,590-46.7% | $6,785-40.4% | $4,751-14.9% |
| Participant deferral / active EE | $4,423 | $11,622-61.9% | $10,408-57.5% | $6,710-34.1% |
| Admin fee / account holder | $439 | $15,381-97.1% | $12,815-96.6% | $11,403-96.2% |