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 | $68,161 | $42,894+58.9% | $60,874+12.0% | $68,494-0.5% |
| Participation rate | 71.4% | 66.8%+4.6pp | 73.1%-1.7pp | 67.9%+3.5pp |
| Annual return | -9.07% | -13.98%+4.9pp | 16.90%-26.0pp | -7.84%-1.2pp |
| Employer contribution / active EE | $769 | $1,978-61.1% | $2,701-71.5% | $2,596-70.4% |
| Participant deferral / active EE | $1,355 | $2,867-52.7% | $3,817-64.5% | $4,027-66.4% |
| Admin fee / account holder | $10,351 | $3,101+233.8% | $3,224+221.0% | $5,403+91.6% |