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 | $230,652 | $71,883+220.9% | $86,677+166.1% | $68,494+236.7% |
| Participation rate | 92.1% | 72.2%+19.9pp | 76.6%+15.5pp | 67.9%+24.2pp |
| Annual return | -15.82% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,159 | $2,173-0.6% | $2,836-23.9% | $2,596-16.8% |
| Participant deferral / active EE | $8,227 | $3,779+117.7% | $4,656+76.7% | $4,027+104.3% |
| Admin fee / account holder | $27,888 | $6,112+356.3% | $7,493+272.2% | $5,403+416.2% |