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 | $52,820 | $60,349-12.5% | $74,183-28.8% | $62,891-16.0% |
| Participation rate | 79.5% | 72.7%+6.8pp | 76.6%+2.9pp | 69.3%+10.2pp |
| Annual return | 5.62% | 21.37%-15.8pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $809 | $1,680-51.8% | $2,370-65.9% | $2,281-64.5% |
| Participant deferral / active EE | $1,773 | $2,856-37.9% | $3,550-50.0% | $3,203-44.6% |
| Admin fee / account holder | $2,376 | $4,261-44.2% | $5,586-57.5% | $4,296-44.7% |