Filed March 5, 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 | $98,516 | $100,041-1.5% | $149,718-34.2% | $70,131+40.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.67% | 27.43%-11.8pp | 1501.63%-1486.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $5,758 | $3,662+57.3% | $5,445+5.8% | $2,342+145.8% |
| Participant deferral / active EE | $5,076 | $4,983+1.9% | $6,569-22.7% | $3,332+52.3% |
| Admin fee / account holder | $1,723 | $8,286-79.2% | $11,283-84.7% | $4,645-62.9% |