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 | $136,625 | $95,561+43.0% | $77,163+77.1% | $139,434-2.0% |
| Participation rate | 81.8% | 73.9%+7.9pp | 69.6%+12.2pp | 80.3%+1.5pp |
| Annual return | 15.06% | 54.92%-39.9pp | 37.87%-22.8pp | 372.94%-357.9pp |
| Employer contribution / active EE | $6,733 | $3,147+113.9% | $2,535+165.6% | $4,751+41.7% |
| Participant deferral / active EE | $5,439 | $4,624+17.6% | $3,833+41.9% | $6,710-18.9% |
| Admin fee / account holder | $6,391 | $8,295-23.0% | $5,472+16.8% | $11,403-44.0% |