Filed January 25, 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 | $58,918 | $101,724-42.1% | $164,813-64.3% | $80,856-27.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 17.25% | 16.72%+0.5pp | 69.93%-52.7pp | 35.59%-18.3pp |
| Employer contribution / active EE | $6,230 | $2,953+110.9% | $4,341+43.5% | $2,755+126.1% |
| Participant deferral / active EE | $4,996 | $4,477+11.6% | $6,031-17.2% | $4,296+16.3% |
| Admin fee / account holder | $2,829 | $8,227-65.6% | $12,690-77.7% | $6,918-59.1% |