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 | $156,637 | $60,124+160.5% | $90,404+73.3% | $79,858+96.1% |
| Participation rate | 95.4% | 65.0%+30.4pp | 72.7%+22.7pp | 69.6%+25.8pp |
| Annual return | 15.84% | 71.94%-56.1pp | 1293.02%-1277.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $4,144 | $2,068+100.4% | $3,262+27.0% | $2,471+67.7% |
| Participant deferral / active EE | $5,993 | $2,938+104.0% | $3,963+51.2% | $3,740+60.3% |
| Admin fee / account holder | $22,190 | $3,976+458.0% | $5,611+295.5% | $5,306+318.2% |