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 | $62,021 | $67,606-8.3% | $82,313-24.7% | $70,131-11.6% |
| Participation rate | 86.8% | 72.8%+14.1pp | 76.9%+9.9pp | 69.5%+17.3pp |
| Annual return | 16.70% | 21.57%-4.9pp | 25.88%-9.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,280 | $1,755-27.1% | $2,428-47.3% | $2,342-45.4% |
| Participant deferral / active EE | $2,647 | $2,987-11.4% | $3,706-28.6% | $3,332-20.6% |
| Admin fee / account holder | $2,732 | $4,512-39.4% | $5,608-51.3% | $4,645-41.2% |