Filed April 11, 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 | $131,911 | $77,145+71.0% | $108,410+21.7% | $85,850+53.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.85% | 44.54%-27.7pp | 905.27%-888.4pp | 318.53%-301.7pp |
| Employer contribution / active EE | $5,026 | $2,379+111.2% | $3,558+41.3% | $2,565+96.0% |
| Participant deferral / active EE | $4,125 | $5,566-25.9% | $6,563-37.1% | $3,952+4.4% |
| Admin fee / account holder | $1,274 | $5,172-75.4% | $7,295-82.5% | $6,260-79.7% |