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 3-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 | $67,251 | $60,349+11.4% | $74,183-9.3% | $62,891+6.9% |
| Participation rate | 84.8% | 72.7%+12.1pp | 76.6%+8.2pp | 69.3%+15.5pp |
| Annual return | 12.95% | 21.37%-8.4pp | 17.74%-4.8pp | 20.14%-7.2pp |
| Employer contribution / active EE | $3,120 | $1,680+85.7% | $2,370+31.7% | $2,281+36.8% |
| Participant deferral / active EE | $6,987 | $2,856+144.6% | $3,550+96.8% | $3,203+118.1% |
| Admin fee / account holder | $2,740 | $4,261-35.7% | $5,586-51.0% | $4,296-36.2% |