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 | $113,011 | $54,229+108.4% | $70,092+61.2% | $68,494+65.0% |
| Participation rate | 84.6% | 64.5%+20.1pp | 70.5%+14.1pp | 67.9%+16.7pp |
| Annual return | -15.82% | -13.87%-1.9pp | 190.73%-206.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $6,357 | $2,018+215.0% | $2,559+148.4% | $2,596+144.9% |
| Participant deferral / active EE | $4,966 | $2,956+68.0% | $3,849+29.0% | $4,027+23.3% |
| Admin fee / account holder | $7,192 | $4,694+53.2% | $6,267+14.8% | $5,403+33.1% |