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 | $99,316 | $57,065+74.0% | $75,670+31.2% | $70,131+41.6% |
| Participation rate | 93.9% | 68.1%+25.8pp | 72.3%+21.6pp | 69.5%+24.4pp |
| Annual return | 14.15% | 23.57%-9.4pp | 27.34%-13.2pp | 73.14%-59.0pp |
| Employer contribution / active EE | $6,984 | $1,817+284.5% | $2,352+196.9% | $2,342+198.1% |
| Participant deferral / active EE | $4,743 | $2,580+83.9% | $3,142+50.9% | $3,332+42.4% |
| Admin fee / account holder | $9,864 | $3,825+157.9% | $5,800+70.1% | $4,645+112.3% |