Filed April 14, 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 | $93,208 | $39,162+138.0% | $100,671-7.4% | $59,632+56.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 2.50% | 21.07%-18.6pp | 20.43%-17.9pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $3,990 | $1,151+246.7% | $4,012-0.6% | $2,203+81.1% |
| Participant deferral / active EE | $2,526 | $1,992+26.8% | $3,144-19.7% | $3,192-20.9% |
| Admin fee / account holder | $3,037 | $2,969+2.3% | $4,850-37.4% | $4,297-29.3% |