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 | $148,789 | $176,662-15.8% | $130,648+13.9% | $152,861-2.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.41% | 2692.24%-2669.8pp | 1708.96%-1686.6pp | 345.32%-322.9pp |
| Employer contribution / active EE | $5,028 | $5,742-12.4% | $4,092+22.9% | $4,762+5.6% |
| Participant deferral / active EE | $7,787 | $4,361+78.5% | $3,603+116.1% | $5,850+33.1% |
| Admin fee / account holder | $1,062 | $7,133-85.1% | $5,464-80.6% | $11,596-90.8% |