Filed August 29, 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 | $80,953 | $48,274+67.7% | $63,517+27.5% | $59,632+35.8% |
| Participation rate | 96.4% | 66.3%+30.1pp | 71.0%+25.4pp | 68.7%+27.8pp |
| Annual return | 0.09% | -240.79%+240.9pp | -70.30%+70.4pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $6,441 | $1,586+306.0% | $2,322+177.4% | $2,203+192.4% |
| Participant deferral / active EE | $5,072 | $2,343+116.5% | $2,953+71.7% | $3,192+58.9% |
| Admin fee / account holder | $5,310 | $3,600+47.5% | $5,892-9.9% | $4,297+23.6% |