Filed February 21, 2006 (most recent of 3 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 | $53,299 | $158,398-66.4% | $126,539-57.9% | $142,382-62.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.00% | 593.76%-578.8pp | 425.95%-410.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,161 | $4,650-53.5% | $3,674-41.2% | $4,299-49.7% |
| Participant deferral / active EE | $4,588 | $4,767-3.8% | $4,083+12.4% | $6,507-29.5% |
| Admin fee / account holder | $1,885 | $6,918-72.7% | $6,065-68.9% | $12,624-85.1% |