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 | $46,105 | $71,883-35.9% | $86,677-46.8% | $68,494-32.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.35% | 3.52%-14.9pp | 35.91%-47.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $2,311 | $2,173+6.3% | $2,836-18.5% | $2,596-11.0% |
| Participant deferral / active EE | $5,246 | $3,779+38.8% | $4,656+12.7% | $4,027+30.3% |
| Admin fee / account holder | $14,933 | $6,112+144.3% | $7,493+99.3% | $5,403+176.4% |