Filed January 6, 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 | $49,995 | $85,202-41.3% | $172,739-71.1% | $72,985-31.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.31% | 27.32%-4.0pp | 802.84%-779.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,791 | $3,324-16.1% | $5,143-45.7% | $2,440+14.4% |
| Participant deferral / active EE | $4,890 | $3,260+50.0% | $5,198-5.9% | $3,607+35.5% |
| Admin fee / account holder | $2,159 | $5,884-63.3% | $13,954-84.5% | $5,124-57.9% |