Filed October 11, 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 | $106,076 | $102,382+3.6% | $147,005-27.8% | $80,874+31.2% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 11.92% | 134.89%-123.0pp | 418.76%-406.8pp | 35.62%-23.7pp |
| Employer contribution / active EE | $5,534 | $3,715+49.0% | $4,934+12.1% | $2,756+100.8% |
| Participant deferral / active EE | $6,093 | $6,646-8.3% | $8,070-24.5% | $4,297+41.8% |
| Admin fee / account holder | $12,725 | $7,942+60.2% | $13,006-2.2% | $6,935+83.5% |