Filed June 22, 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 | $151,071 | $88,707+70.3% | $74,183+103.6% | $273,961-44.9% |
| Participation rate | 78.9% | 79.4%-0.5pp | 76.6%+2.3pp | 83.0%-4.1pp |
| Annual return | 6.92% | 11.94%-5.0pp | 17.74%-10.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $4,987 | $3,159+57.9% | $2,370+110.4% | $4,869+2.4% |
| Participant deferral / active EE | $4,963 | $4,212+17.8% | $3,550+39.8% | $5,287-6.1% |
| Admin fee / account holder | $7,092 | $8,717-18.6% | $5,586+27.0% | $10,132-30.0% |