Filed January 27, 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 | $233,292 | $180,749+29.1% | $160,784+45.1% | $137,256+70.0% |
| Participation rate | 93.3% | 80.0%+13.4pp | 77.0%+16.4pp | 80.0%+13.4pp |
| Annual return | 15.11% | 2234.46%-2219.4pp | 1803.92%-1788.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,798 | $4,155-32.7% | $3,733-25.0% | $4,156-32.7% |
| Participant deferral / active EE | $7,270 | $6,844+6.2% | $6,293+15.5% | $6,407+13.5% |
| Admin fee / account holder | $4,184 | $10,397-59.8% | $9,717-56.9% | $12,270-65.9% |