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 | $110,134 | $48,076+129.1% | $78,689+40.0% | $62,891+75.1% |
| Participation rate | 81.3% | 65.2%+16.0pp | 73.6%+7.7pp | 69.3%+11.9pp |
| Annual return | 9.50% | 31.35%-21.8pp | 62.18%-52.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $4,047 | $2,015+100.9% | $2,851+42.0% | $2,281+77.4% |
| Participant deferral / active EE | $4,122 | $2,588+59.3% | $3,517+17.2% | $3,203+28.7% |
| Admin fee / account holder | $29,108 | $3,207+807.5% | $4,510+545.3% | $4,296+577.6% |