Filed April 12, 2006 (most recent of 3 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 | $217,606 | $176,812+23.1% | $146,665+48.4% | $167,490+29.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.69% | 24.03%-7.3pp | 22.74%-6.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $4,559 | $5,160-11.7% | $4,136+10.2% | $4,837-5.8% |
| Participant deferral / active EE | $10,298 | $6,440+59.9% | $5,506+87.0% | $6,341+62.4% |
| Admin fee / account holder | $805 | $13,259-93.9% | $10,280-92.2% | $12,309-93.5% |