Filed October 19, 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 | $127,462 | $158,817-19.7% | $121,196+5.2% | $135,375-5.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -4.90% | -0.64%-4.3pp | 16.93%-21.8pp | 519.73%-524.6pp |
| Employer contribution / active EE | $5,914 | $5,665+4.4% | $4,022+47.1% | $4,779+23.8% |
| Participant deferral / active EE | $9,790 | $4,005+144.5% | $3,344+192.7% | $5,609+74.5% |
| Admin fee / account holder | $3,207 | $6,512-50.8% | $5,019-36.1% | $10,827-70.4% |