Filed February 2, 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 | $108,849 | $104,907+3.8% | $84,611+28.6% | $152,861-28.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 20.02% | 373.79%-353.8pp | 258.74%-238.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,960 | $3,302-40.6% | $2,652-26.1% | $4,762-58.8% |
| Participant deferral / active EE | $3,536 | $4,688-24.6% | $3,899-9.3% | $5,850-39.6% |
| Admin fee / account holder | $4,018 | $6,241-35.6% | $4,912-18.2% | $11,596-65.4% |