Filed March 10, 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 | $144,607 | $65,409+121.1% | $98,442+46.9% | $85,850+68.4% |
| Participation rate | 89.3% | 65.0%+24.3pp | 73.3%+15.9pp | 69.3%+20.0pp |
| Annual return | 20.27% | 21.76%-1.5pp | 1492.73%-1472.5pp | 318.53%-298.3pp |
| Employer contribution / active EE | $2,450 | $2,168+13.0% | $2,960-17.2% | $2,565-4.5% |
| Participant deferral / active EE | $9,185 | $3,166+190.1% | $4,276+114.8% | $3,952+132.4% |
| Admin fee / account holder | $16,549 | $4,593+260.3% | $5,949+178.2% | $6,260+164.4% |