Filed July 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 | $121,683 | $86,929+40.0% | $102,423+18.8% | $80,856+50.5% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.2pp | 67.6%+22.0pp |
| Annual return | 18.28% | 18.88%-0.6pp | 29.32%-11.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,357 | $2,369-42.7% | $3,023-55.1% | $2,755-50.7% |
| Participant deferral / active EE | $2,971 | $4,118-27.9% | $5,053-41.2% | $4,296-30.8% |
| Admin fee / account holder | $3,815 | $8,049-52.6% | $9,451-59.6% | $6,918-44.9% |