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 | $73,624 | $94,529-22.1% | $140,016-47.4% | $64,186+14.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.63% | 7.77%-14.4pp | 651.12%-657.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,770 | $3,812-27.4% | $5,606-50.6% | $2,381+16.3% |
| Participant deferral / active EE | $4,149 | $5,250-21.0% | $6,927-40.1% | $3,470+19.6% |
| Admin fee / account holder | $8,425 | $6,741+25.0% | $10,705-21.3% | $4,888+72.4% |