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 | $151,028 | $169,032-10.7% | $129,207+16.9% | $145,922+3.5% |
| Participation rate | 92.3% | 76.4%+15.9pp | 69.6%+22.7pp | 80.3%+12.0pp |
| Annual return | 16.03% | 14330.11%-14314.1pp | 9417.33%-9401.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $6,823 | $5,537+23.2% | $4,153+64.3% | $4,660+46.4% |
| Participant deferral / active EE | $10,201 | $4,987+104.5% | $4,168+144.8% | $6,688+52.5% |
| Admin fee / account holder | $19,762 | $9,954+98.5% | $7,715+156.2% | $13,397+47.5% |