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 | $143,069 | $57,281+149.8% | $86,612+65.2% | $75,163+90.3% |
| Participation rate | 95.0% | 63.2%+31.8pp | 71.7%+23.3pp | 67.2%+27.8pp |
| Annual return | 20.21% | 2670.75%-2650.5pp | 591.07%-570.9pp | 160.62%-140.4pp |
| Employer contribution / active EE | $8,442 | $2,314+264.7% | $3,022+179.3% | $2,670+216.2% |
| Participant deferral / active EE | $9,767 | $3,318+194.4% | $4,438+120.1% | $4,125+136.8% |
| Admin fee / account holder | $18,900 | $4,112+359.6% | $5,614+236.6% | $5,651+234.5% |