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 | $116,709 | $58,927+98.1% | $76,817+51.9% | $72,985+59.9% |
| Participation rate | 89.3% | 67.3%+21.9pp | 72.1%+17.2pp | 69.5%+19.8pp |
| Annual return | 18.63% | 2305.64%-2287.0pp | 1166.11%-1147.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $5,810 | $1,787+225.2% | $2,302+152.4% | $2,440+138.1% |
| Participant deferral / active EE | $4,903 | $2,690+82.2% | $3,336+47.0% | $3,607+35.9% |
| Admin fee / account holder | $3,709 | $4,013-7.6% | $6,420-42.2% | $5,124-27.6% |