Filed July 31, 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 | $72,522 | $138,347-47.6% | $184,203-60.6% | $80,856-10.3% |
| Participation rate | 93.4% | 83.9%+9.5pp | 86.8%+6.6pp | 67.6%+25.8pp |
| Annual return | 13.08% | 20.02%-6.9pp | 28.81%-15.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,688 | $4,850-65.2% | $6,427-73.7% | $2,755-38.7% |
| Participant deferral / active EE | $4,611 | $7,071-34.8% | $9,131-49.5% | $4,296+7.3% |
| Admin fee / account holder | $1,546 | $10,483-85.2% | $13,901-88.9% | $6,918-77.6% |