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 | $165,120 | $58,208+183.7% | $81,812+101.8% | $80,856+104.2% |
| Participation rate | 93.0% | 63.4%+29.6pp | 72.3%+20.7pp | 67.6%+25.4pp |
| Annual return | 12.19% | 41.66%-29.5pp | 773.79%-761.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $8,787 | $2,340+275.5% | $2,912+201.7% | $2,755+219.0% |
| Participant deferral / active EE | $10,401 | $3,281+217.0% | $4,319+140.8% | $4,296+142.1% |
| Admin fee / account holder | $20,403 | $4,981+309.6% | $7,386+176.2% | $6,918+194.9% |