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 | $121,376 | $68,346+77.6% | $94,646+28.2% | $75,163+61.5% |
| Participation rate | 99.0% | 76.1%+22.9pp | 80.8%+18.2pp | 67.2%+31.8pp |
| Annual return | 20.26% | 616.93%-596.7pp | 156.71%-136.4pp | 160.62%-140.4pp |
| Employer contribution / active EE | $5,275 | $2,701+95.3% | $3,672+43.7% | $2,670+97.6% |
| Participant deferral / active EE | $4,627 | $6,537-29.2% | $7,418-37.6% | $4,125+12.2% |
| Admin fee / account holder | $11,293 | $5,326+112.0% | $7,231+56.2% | $5,651+99.8% |