Filed January 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 | $124,872 | $45,152+176.6% | $73,843+69.1% | $59,632+109.4% |
| Participation rate | 82.3% | 64.0%+18.2pp | 73.4%+8.8pp | 68.7%+13.6pp |
| Annual return | -0.49% | 27.40%-27.9pp | 2267.84%-2268.3pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $3,998 | $1,902+110.2% | $2,787+43.4% | $2,203+81.5% |
| Participant deferral / active EE | $4,290 | $2,574+66.7% | $3,583+19.7% | $3,192+34.4% |
| Admin fee / account holder | $10,933 | $3,516+210.9% | $4,880+124.0% | $4,297+154.4% |