Filed October 26, 2006 (most recent of 3 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.
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 | $48,915 | $82,032-40.4% | $123,104-60.3% | $59,632-18.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.92% | 5.12%-6.0pp | 13.22%-14.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $3,224 | $3,297-2.2% | $5,151-37.4% | $2,203+46.4% |
| Participant deferral / active EE | $4,908 | $4,667+5.2% | $6,230-21.2% | $3,192+53.8% |
| Admin fee / account holder | $1,639 | $5,881-72.1% | $9,015-81.8% | $4,297-61.8% |