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 | $233,933 | $167,484+39.7% | $151,611+54.3% | $134,475+74.0% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -13.86% | 7.80%-21.7pp | 3.33%-17.2pp | 417.96%-431.8pp |
| Employer contribution / active EE | $21,352 | $6,829+212.7% | $6,166+246.3% | $4,740+350.5% |
| Participant deferral / active EE | $10,996 | $8,986+22.4% | $8,363+31.5% | $6,400+71.8% |
| Admin fee / account holder | $59,159 | $13,783+329.2% | $11,616+409.3% | $11,426+417.8% |