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 | $180,803 | $160,055+13.0% | $140,016+29.1% | $135,375+33.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -1.52% | 911.38%-912.9pp | 651.12%-652.6pp | 519.73%-521.3pp |
| Employer contribution / active EE | $3,563 | $6,420-44.5% | $5,606-36.4% | $4,779-25.4% |
| Participant deferral / active EE | $6,925 | $7,642-9.4% | $6,9270% | $5,609+23.5% |
| Admin fee / account holder | $9,062 | $13,328-32.0% | $10,705-15.4% | $10,827-16.3% |