Filed July 12, 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 | $83,116 | $100,041-16.9% | $149,718-44.5% | $70,131+18.5% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.1%+11.3pp | 69.5%+28.8pp |
| Annual return | 18.40% | 27.43%-9.0pp | 1501.63%-1483.2pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,986 | $3,662-18.4% | $5,445-45.2% | $2,342+27.5% |
| Participant deferral / active EE | $4,364 | $4,983-12.4% | $6,569-33.6% | $3,332+31.0% |
| Admin fee / account holder | $8,865 | $8,286+7.0% | $11,283-21.4% | $4,645+90.8% |