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 | $78,208 | $72,177+8.4% | $115,037-32.0% | $59,632+31.2% |
| Participation rate | 94.6% | 72.6%+22.0pp | 81.4%+13.2pp | 68.7%+25.9pp |
| Annual return | -0.82% | 12.02%-12.8pp | 26.14%-27.0pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $4,161 | $2,841+46.4% | $4,608-9.7% | $2,203+88.9% |
| Participant deferral / active EE | $3,700 | $4,783-22.6% | $6,026-38.6% | $3,192+15.9% |
| Admin fee / account holder | $1,872 | $4,927-62.0% | $8,175-77.1% | $4,297-56.4% |