Filed January 6, 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 | $169,808 | $60,349+181.4% | $74,183+128.9% | $62,891+170.0% |
| Participation rate | 98.6% | 72.7%+25.8pp | 76.6%+22.0pp | 69.3%+29.3pp |
| Annual return | 7.99% | 21.37%-13.4pp | 17.74%-9.7pp | 20.14%-12.2pp |
| Employer contribution / active EE | $5,773 | $1,680+243.6% | $2,370+143.6% | $2,281+153.1% |
| Participant deferral / active EE | $5,673 | $2,856+98.6% | $3,550+59.8% | $3,203+77.1% |
| Admin fee / account holder | $14,340 | $4,261+236.5% | $5,586+156.7% | $4,296+233.8% |