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 | $82,527 | $67,606+22.1% | $82,313+0.3% | $70,131+17.7% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.9%+7.5pp | 69.5%+14.8pp |
| Annual return | 17.46% | 21.57%-4.1pp | 25.88%-8.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $3,258 | $1,755+85.7% | $2,428+34.2% | $2,342+39.1% |
| Participant deferral / active EE | $7,322 | $2,987+145.1% | $3,706+97.6% | $3,332+119.8% |
| Admin fee / account holder | $9,572 | $4,512+112.1% | $5,608+70.7% | $4,645+106.0% |