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 | $153,891 | $185,200-16.9% | $142,863+7.7% | $167,490-8.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.43% | 8555.70%-8541.3pp | 5637.54%-5623.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $4,913 | $5,604-12.3% | $4,144+18.6% | $4,837+1.6% |
| Participant deferral / active EE | $7,132 | $4,494+58.7% | $3,837+85.9% | $6,341+12.5% |
| Admin fee / account holder | $4,659 | $8,031-42.0% | $6,560-29.0% | $12,309-62.1% |