Filed March 29, 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 7-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 | $48,684 | $127,065-61.7% | $113,168-57.0% | $142,382-65.8% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 18.29% | 24.03%-5.7pp | 24.27%-6.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,929 | $3,442+14.2% | $2,975+32.1% | $4,299-8.6% |
| Participant deferral / active EE | $6,551 | $5,716+14.6% | $5,107+28.3% | $6,507+0.7% |
| Admin fee / account holder | $1,726 | $15,736-89.0% | $12,068-85.7% | $12,624-86.3% |