Filed October 3, 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 | $149,394 | $54,541+173.9% | $78,778+89.6% | $70,131+113.0% |
| Participation rate | 80.0% | 60.8%+19.2pp | 69.2%+10.8pp | 69.5%+10.5pp |
| Annual return | 16.20% | 21.07%-4.9pp | 35.62%-19.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $737 | $1,089-32.3% | $1,986-62.9% | $2,342-68.5% |
| Participant deferral / active EE | $3,851 | $2,210+74.2% | $2,958+30.2% | $3,332+15.6% |
| Admin fee / account holder | $1,956 | $3,709-47.3% | $5,134-61.9% | $4,645-57.9% |