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 | $51,342 | $56,199-8.6% | $67,652-24.1% | $59,632-13.9% |
| Participation rate | 94.1% | 71.5%+22.7pp | 75.7%+18.5pp | 68.7%+25.4pp |
| Annual return | 1.13% | 18505.31%-18504.2pp | 6625.04%-6623.9pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $932 | $1,614-42.3% | $2,266-58.9% | $2,203-57.7% |
| Participant deferral / active EE | $2,204 | $2,844-22.5% | $3,560-38.1% | $3,192-31.0% |
| Admin fee / account holder | $1,669 | $3,958-57.8% | $4,821-65.4% | $4,297-61.2% |