Filed March 2, 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 | $235,555 | $72,492+224.9% | $87,100+170.4% | $72,985+222.7% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.9%+17.7pp | 69.5%+25.1pp |
| Annual return | 20.60% | 24.46%-3.9pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $7,012 | $1,894+270.3% | $2,521+178.1% | $2,440+187.4% |
| Participant deferral / active EE | $8,079 | $3,270+147.1% | $4,049+99.6% | $3,607+124.0% |
| Admin fee / account holder | $26,579 | $5,055+425.8% | $7,497+254.5% | $5,124+418.7% |