Filed January 13, 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 | $221,029 | $63,355+248.9% | $91,989+140.3% | $72,985+202.8% |
| Participation rate | 98.2% | 72.5%+25.7pp | 78.6%+19.6pp | 69.5%+28.8pp |
| Annual return | 20.81% | 35.35%-14.5pp | 69.02%-48.2pp | 81.00%-60.2pp |
| Employer contribution / active EE | $5,973 | $2,116+182.3% | $3,452+73.0% | $2,440+144.8% |
| Participant deferral / active EE | $5,940 | $4,883+21.7% | $5,923+0.3% | $3,607+64.7% |
| Admin fee / account holder | $25,326 | $4,668+442.5% | $7,743+227.1% | $5,124+394.2% |