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 | $244,897 | $165,984+47.5% | $164,813+48.6% | $145,922+67.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.51% | 100.03%-84.5pp | 69.93%-54.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,954 | $5,273-6.1% | $4,341+14.1% | $4,660+6.3% |
| Participant deferral / active EE | $11,425 | $6,959+64.2% | $6,031+89.4% | $6,688+70.8% |
| Admin fee / account holder | $8,659 | $16,648-48.0% | $12,690-31.8% | $13,397-35.4% |