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 | $87,833 | $53,018+65.7% | $70,014+25.5% | $62,891+39.7% |
| Participation rate | 94.1% | 67.2%+26.9pp | 71.8%+22.3pp | 69.3%+24.8pp |
| Annual return | 6.11% | 13.35%-7.2pp | 12.99%-6.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $6,468 | $1,799+259.5% | $2,338+176.6% | $2,281+183.6% |
| Participant deferral / active EE | $4,514 | $2,395+88.5% | $2,931+54.0% | $3,203+40.9% |
| Admin fee / account holder | $8,056 | $3,690+118.3% | $4,380+83.9% | $4,296+87.5% |