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 | $93,896 | $109,359-14.1% | $162,163-42.1% | $72,985+28.7% |
| Participation rate | 98.4% | 84.3%+14.2pp | 87.6%+10.9pp | 69.5%+29.0pp |
| Annual return | 22.76% | 25.46%-2.7pp | 115.59%-92.8pp | 81.00%-58.2pp |
| Employer contribution / active EE | $3,015 | $3,907-22.9% | $5,614-46.3% | $2,440+23.6% |
| Participant deferral / active EE | $4,900 | $5,481-10.6% | $7,298-32.9% | $3,607+35.8% |
| Admin fee / account holder | $4,306 | $7,972-46.0% | $10,843-60.3% | $5,124-16.0% |