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 | $235,349 | $68,346+244.4% | $94,646+148.7% | $75,163+213.1% |
| Participation rate | 98.5% | 76.1%+22.4pp | 80.8%+17.7pp | 67.2%+31.3pp |
| Annual return | 16.54% | 616.93%-600.4pp | 156.71%-140.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $6,291 | $2,701+132.9% | $3,672+71.3% | $2,670+135.6% |
| Participant deferral / active EE | $6,494 | $6,537-0.7% | $7,418-12.5% | $4,125+57.4% |
| Admin fee / account holder | $13,038 | $5,326+144.8% | $7,231+80.3% | $5,651+130.7% |