Filed March 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 | $69,888 | $67,606+3.4% | $82,313-15.1% | $70,131-0.3% |
| Participation rate | 75.3% | 72.8%+2.6pp | 76.9%-1.6pp | 69.5%+5.8pp |
| Annual return | 26.21% | 21.57%+4.6pp | 25.88%+0.3pp | 73.14%-46.9pp |
| Employer contribution / active EE | $461 | $1,755-73.8% | $2,428-81.0% | $2,342-80.3% |
| Participant deferral / active EE | $3,813 | $2,987+27.6% | $3,706+2.9% | $3,332+14.4% |
| Admin fee / account holder | $15,084 | $4,512+234.3% | $5,608+169.0% | $4,645+224.7% |