Filed January 31, 2006 (most recent of 7 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 | $113,177 | $144,119-21.5% | $117,854-4.0% | $147,584-23.3% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 9.21% | 531.15%-521.9pp | 335.08%-325.9pp | 578.55%-569.3pp |
| Employer contribution / active EE | $1,668 | $4,896-65.9% | $3,786-55.9% | $4,876-65.8% |
| Participant deferral / active EE | $4,377 | $5,316-17.7% | $4,482-2.3% | $5,439-19.5% |
| Admin fee / account holder | $8,872 | $10,886-18.5% | $8,020+10.6% | $10,885-18.5% |