Filed May 8, 2006 (most recent of 4 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 | $198,965 | $62,586+217.9% | $76,768+159.2% | $64,186+210.0% |
| Participation rate | 97.6% | 72.8%+24.7pp | 77.0%+20.6pp | 69.6%+28.0pp |
| Annual return | 10.30% | -1.95%+12.3pp | 2.43%+7.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $2,004 | $1,832+9.4% | $2,485-19.4% | $2,381-15.8% |
| Participant deferral / active EE | $5,931 | $3,145+88.6% | $3,852+54.0% | $3,470+70.9% |
| Admin fee / account holder | $19,830 | $4,667+324.9% | $6,675+197.1% | $4,888+305.7% |