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 | $164,625 | $98,240+67.6% | $82,313+100.0% | $147,584+11.5% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 14.93% | 30.85%-15.9pp | 25.88%-10.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $4,346 | $3,192+36.2% | $2,428+79.0% | $4,876-10.9% |
| Participant deferral / active EE | $6,345 | $4,383+44.8% | $3,706+71.2% | $5,439+16.7% |
| Admin fee / account holder | $26,946 | $8,563+214.7% | $5,608+380.5% | $10,885+147.5% |