Filed May 8, 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 | $50,983 | $70,428-27.6% | $96,562-47.2% | $85,850-40.6% |
| Participation rate | 78.6% | 61.8%+16.8pp | 69.8%+8.8pp | 69.3%+9.3pp |
| Annual return | 40.41% | 18.59%+21.8pp | 37.78%+2.6pp | 318.53%-278.1pp |
| Employer contribution / active EE | $874 | $1,413-38.2% | $2,356-62.9% | $2,565-65.9% |
| Participant deferral / active EE | $2,972 | $2,894+2.7% | $3,849-22.8% | $3,952-24.8% |
| Admin fee / account holder | $2,153 | $4,997-56.9% | $6,181-65.2% | $6,260-65.6% |