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 | $173,762 | $92,222+88.4% | $76,768+126.3% | $135,375+28.4% |
| Participation rate | 94.1% | 79.8%+14.4pp | 77.0%+17.2pp | 82.6%+11.5pp |
| Annual return | -5.16% | 5.46%-10.6pp | 2.43%-7.6pp | 519.73%-524.9pp |
| Employer contribution / active EE | $6,580 | $3,216+104.6% | $2,485+164.8% | $4,779+37.7% |
| Participant deferral / active EE | $7,507 | $4,509+66.5% | $3,852+94.9% | $5,609+33.8% |
| Admin fee / account holder | $802 | $10,748-92.5% | $6,675-88.0% | $10,827-92.6% |