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 | $132,843 | $126,574+5.0% | $106,213+25.1% | $145,922-9.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.71% | 224.79%-215.1pp | 116.14%-106.4pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,095 | $3,730-43.8% | $3,171-34.0% | $4,660-55.0% |
| Participant deferral / active EE | $4,622 | $5,724-19.2% | $5,016-7.8% | $6,688-30.9% |
| Admin fee / account holder | $56,297 | $17,304+225.3% | $11,033+410.3% | $13,397+320.2% |