Filed February 4, 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 | $118,666 | $109,359+8.5% | $162,163-26.8% | $72,985+62.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.90% | 25.46%-5.6pp | 115.59%-95.7pp | 81.00%-61.1pp |
| Employer contribution / active EE | $8,635 | $3,907+121.0% | $5,614+53.8% | $2,440+253.9% |
| Participant deferral / active EE | $5,664 | $5,481+3.3% | $7,298-22.4% | $3,607+57.0% |
| Admin fee / account holder | $16,825 | $7,972+111.1% | $10,843+55.2% | $5,124+228.3% |