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 | $85,547 | $160,055-46.6% | $140,016-38.9% | $135,375-36.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.44% | 911.38%-916.8pp | 651.12%-656.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,156 | $6,420-66.4% | $5,606-61.5% | $4,779-54.9% |
| Participant deferral / active EE | $2,854 | $7,642-62.7% | $6,927-58.8% | $5,609-49.1% |
| Admin fee / account holder | $4,055 | $13,328-69.6% | $10,705-62.1% | $10,827-62.6% |