Filed June 30, 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 | $153,343 | $160,055-4.2% | $140,016+9.5% | $135,375+13.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.68% | 911.38%-917.1pp | 651.12%-656.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $14,188 | $6,420+121.0% | $5,606+153.1% | $4,779+196.9% |
| Participant deferral / active EE | $6,410 | $7,642-16.1% | $6,927-7.5% | $5,609+14.3% |
| Admin fee / account holder | $640 | $13,328-95.2% | $10,705-94.0% | $10,827-94.1% |