Filed April 27, 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 | $110,493 | $98,240+12.5% | $82,313+34.2% | $147,584-25.1% |
| Participation rate | 95.2% | 79.7%+15.5pp | 76.9%+18.3pp | 82.8%+12.4pp |
| Annual return | 20.02% | 30.85%-10.8pp | 25.88%-5.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $4,288 | $3,192+34.4% | $2,428+76.6% | $4,876-12.1% |
| Participant deferral / active EE | $5,774 | $4,383+31.7% | $3,706+55.8% | $5,439+6.2% |
| Admin fee / account holder | $1,123 | $8,563-86.9% | $5,608-80.0% | $10,885-89.7% |