Filed February 24, 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 | $191,022 | $49,177+288.4% | $79,464+140.4% | $64,186+197.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.72% | -1.16%-3.6pp | 718.14%-722.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $6,242 | $2,076+200.6% | $2,800+122.9% | $2,381+162.2% |
| Participant deferral / active EE | $10,090 | $2,821+257.6% | $3,704+172.4% | $3,470+190.8% |
| Admin fee / account holder | $30,466 | $3,839+693.6% | $5,113+495.9% | $4,888+523.3% |