Filed September 4, 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 | $73,747 | $53,822+37.0% | $75,696-2.6% | $85,850-14.1% |
| Participation rate | 89.3% | 69.1%+20.3pp | 74.8%+14.5pp | 69.3%+20.0pp |
| Annual return | 19.50% | 24.54%-5.0pp | 104.53%-85.0pp | 318.53%-299.0pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,715 | $2,895-40.8% | $3,821-55.1% | $3,952-56.6% |
| Admin fee / account holder | $3,600 | $3,343+7.7% | $3,619-0.5% | $6,260-42.5% |