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 | $92,040 | $183,963-50.0% | $162,163-43.2% | $152,861-39.8% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.6%+7.4pp | 82.4%+12.6pp |
| Annual return | 14.24% | 150.76%-136.5pp | 115.59%-101.4pp | 345.32%-331.1pp |
| Employer contribution / active EE | $2,735 | $6,371-57.1% | $5,614-51.3% | $4,762-42.6% |
| Participant deferral / active EE | $6,401 | $8,034-20.3% | $7,298-12.3% | $5,850+9.4% |
| Admin fee / account holder | $39,541 | $13,121+201.3% | $10,843+264.7% | $11,596+241.0% |