Filed December 7, 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 | $237,730 | $185,822+27.9% | $169,993+39.8% | $139,434+70.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.49% | 60.50%-39.0pp | 53.37%-31.9pp | 372.94%-351.5pp |
| Employer contribution / active EE | $6,679 | $7,590-12.0% | $6,785-1.6% | $4,751+40.6% |
| Participant deferral / active EE | $16,664 | $11,622+43.4% | $10,408+60.1% | $6,710+148.3% |
| Admin fee / account holder | $19,815 | $15,381+28.8% | $12,815+54.6% | $11,403+73.8% |