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 | $232,942 | $197,591+17.9% | $177,821+31.0% | $158,922+46.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.18% | 58.76%-48.6pp | 48.32%-38.1pp | 302.83%-292.6pp |
| Employer contribution / active EE | $13,891 | $6,697+107.4% | $5,918+134.7% | $4,761+191.8% |
| Participant deferral / active EE | $7,009 | $8,405-16.6% | $7,714-9.1% | $5,982+17.2% |
| Admin fee / account holder | $3,818 | $15,399-75.2% | $12,427-69.3% | $11,246-66.0% |