Filed August 29, 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 6-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 | $80,354 | $72,492+10.8% | $87,100-7.7% | $72,985+10.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.71% | 24.46%-5.7pp | 28.19%-9.5pp | 81.00%-62.3pp |
| Employer contribution / active EE | $2,168 | $1,894+14.5% | $2,521-14.0% | $2,440-11.1% |
| Participant deferral / active EE | $4,964 | $3,270+51.8% | $4,049+22.6% | $3,607+37.6% |
| Admin fee / account holder | $1,250 | $5,055-75.3% | $7,497-83.3% | $5,124-75.6% |