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 | $126,892 | $53,127+138.8% | $86,590+46.5% | $70,131+80.9% |
| Participation rate | 93.1% | 65.3%+27.8pp | 73.5%+19.6pp | 69.5%+23.6pp |
| Annual return | 17.00% | 27.66%-10.7pp | 964.84%-947.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $4,117 | $2,068+99.1% | $2,839+45.0% | $2,342+75.7% |
| Participant deferral / active EE | $4,947 | $2,696+83.5% | $3,609+37.1% | $3,332+48.5% |
| Admin fee / account holder | $848 | $3,585-76.3% | $4,906-82.7% | $4,645-81.7% |