Filed January 27, 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 | $193,459 | $47,944+303.5% | $67,834+185.2% | $62,891+207.6% |
| Participation rate | 85.2% | 61.1%+24.1pp | 68.8%+16.4pp | 69.3%+15.9pp |
| Annual return | 9.33% | 11.77%-2.4pp | 138.47%-129.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $4,853 | $1,562+210.6% | $2,403+101.9% | $2,281+112.8% |
| Participant deferral / active EE | $8,029 | $2,247+257.4% | $3,160+154.1% | $3,203+150.7% |
| Admin fee / account holder | $9,286 | $3,712+150.2% | $4,622+100.9% | $4,296+116.2% |