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 | $204,539 | $154,117+32.7% | $129,995+57.3% | $139,434+46.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.10% | 32.48%-15.4pp | -137.18%+154.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,302 | $5,289-37.6% | $4,320-23.6% | $4,751-30.5% |
| Participant deferral / active EE | $12,997 | $6,710+93.7% | $5,820+123.3% | $6,710+93.7% |
| Admin fee / account holder | $44,220 | $14,007+215.7% | $10,614+316.6% | $11,403+287.8% |