Filed September 2, 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 | $79,786 | $49,280+61.9% | $67,313+18.5% | $64,186+24.3% |
| Participation rate | 91.7% | 60.8%+30.9pp | 69.1%+22.6pp | 69.6%+22.1pp |
| Annual return | 0.00% | -1.39%+1.4pp | -4.08%+4.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $670 | $1,668-59.9% | $2,566-73.9% | $2,381-71.9% |
| Participant deferral / active EE | $2,842 | $2,484+14.4% | $3,568-20.4% | $3,470-18.1% |
| Admin fee / account holder | $25,657 | $3,863+564.2% | $4,507+469.3% | $4,888+424.9% |