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 | $93,617 | $54,726+71.1% | $68,793+36.1% | $64,186+45.9% |
| Participation rate | 93.3% | 68.0%+25.3pp | 72.2%+21.1pp | 69.6%+23.8pp |
| Annual return | -4.47% | -1.62%-2.8pp | -4.63%+0.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $5,979 | $1,846+223.9% | $2,625+127.8% | $2,381+151.1% |
| Participant deferral / active EE | $4,959 | $2,626+88.8% | $3,311+49.8% | $3,470+42.9% |
| Admin fee / account holder | $10,874 | $4,027+170.0% | $5,131+111.9% | $4,888+122.5% |