Filed July 12, 2006 (most recent of 3 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 | $66,337 | $87,841-24.5% | $133,980-50.5% | $62,891+5.5% |
| Participation rate | 94.9% | 83.4%+11.5pp | 87.1%+7.8pp | 69.3%+25.6pp |
| Annual return | 6.31% | 12.05%-5.7pp | 29.30%-23.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,919 | $3,483-44.9% | $5,211-63.2% | $2,281-15.9% |
| Participant deferral / active EE | $2,524 | $4,812-47.5% | $6,282-59.8% | $3,203-21.2% |
| Admin fee / account holder | $2,795 | $5,371-48.0% | $9,324-70.0% | $4,296-34.9% |