Filed July 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 | $242,642 | $209,411+15.9% | $178,490+35.9% | $158,922+52.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.77% | 188.75%-179.0pp | 151.07%-141.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $4,272 | $5,706-25.1% | $5,011-14.7% | $4,761-10.3% |
| Participant deferral / active EE | $2,870 | $5,954-51.8% | $5,202-44.8% | $5,982-52.0% |
| Admin fee / account holder | $1,304 | $17,074-92.4% | $13,984-90.7% | $11,246-88.4% |