Filed February 21, 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 | $182,551 | $80,968+125.5% | $96,544+89.1% | $75,163+142.9% |
| Participation rate | 85.0% | 71.8%+13.2pp | 76.0%+9.0pp | 67.2%+17.8pp |
| Annual return | 21.34% | 27.06%-5.7pp | 25.84%-4.5pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,902 | $2,282-16.7% | $2,965-35.9% | $2,670-28.8% |
| Participant deferral / active EE | $5,360 | $3,928+36.5% | $4,851+10.5% | $4,125+29.9% |
| Admin fee / account holder | $14,427 | $6,724+114.5% | $8,252+74.8% | $5,651+155.3% |