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 | $132,639 | $63,764+108.0% | $81,930+61.9% | $79,858+66.1% |
| Participation rate | 88.0% | 67.5%+20.5pp | 72.0%+16.0pp | 69.6%+18.4pp |
| Annual return | 12.25% | 22.66%-10.4pp | 29.49%-17.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $6,144 | $1,795+242.2% | $4,310+42.5% | $2,471+148.7% |
| Participant deferral / active EE | $5,310 | $2,780+91.0% | $7,107-25.3% | $3,740+42.0% |
| Admin fee / account holder | $9,089 | $4,426+105.3% | $5,158+76.2% | $5,306+71.3% |