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 | $174,633 | $100,852+73.2% | $90,404+93.2% | $158,922+9.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 13.91% | 1724.20%-1710.3pp | 1293.02%-1279.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,054 | $3,689-17.2% | $3,262-6.4% | $4,761-35.9% |
| Participant deferral / active EE | $7,732 | $4,348+77.8% | $3,963+95.1% | $5,982+29.3% |
| Admin fee / account holder | $568 | $6,501-91.3% | $5,611-89.9% | $11,246-95.0% |