Filed July 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 | $113,999 | $76,552+48.9% | $123,892-8.0% | $62,891+81.3% |
| Participation rate | 93.9% | 73.0%+21.0pp | 81.4%+12.5pp | 69.3%+24.6pp |
| Annual return | 13.43% | 18.68%-5.2pp | 47.52%-34.1pp | 20.14%-6.7pp |
| Employer contribution / active EE | $2,379 | $2,883-17.5% | $4,617-48.5% | $2,281+4.3% |
| Participant deferral / active EE | $8,004 | $4,840+65.4% | $5,984+33.8% | $3,203+149.9% |
| Admin fee / account holder | $798 | $4,826-83.5% | $8,357-90.5% | $4,296-81.4% |