Filed July 16, 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 | $57,451 | $183,963-68.8% | $162,163-64.6% | $152,861-62.4% |
| Participation rate | 87.0% | 88.5%-1.5pp | 87.6%-0.6pp | 82.4%+4.5pp |
| Annual return | 19.43% | 150.76%-131.3pp | 115.59%-96.2pp | 345.32%-325.9pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,134 | $8,034-23.7% | $7,298-16.0% | $5,850+4.8% |
| Admin fee / account holder | $322 | $13,121-97.5% | $10,843-97.0% | $11,596-97.2% |