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 | $123,666 | $79,013+56.5% | $100,391+23.2% | $74,495+66.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 14.67% | 20.41%-5.7pp | 49.20%-34.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $5,358 | $3,021+77.3% | $3,942+35.9% | $2,623+104.3% |
| Participant deferral / active EE | $4,521 | $7,760-41.7% | $8,082-44.1% | $4,346+4.0% |
| Admin fee / account holder | $5,317 | $1,320+302.8% | $7,899-32.7% | $1,942+173.8% |