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 | $137,667 | $156,846-12.2% | $121,098+13.7% | $139,434-1.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.85% | 1474.56%-1454.7pp | 985.75%-965.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $4,897 | $5,536-11.6% | $4,164+17.6% | $4,751+3.1% |
| Participant deferral / active EE | $8,964 | $4,844+85.0% | $4,080+119.7% | $6,710+33.6% |
| Admin fee / account holder | $26,033 | $6,946+274.8% | $5,644+361.2% | $11,403+128.3% |