Filed October 5, 2006 (most recent of 14 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 | $142,008 | $63,156+124.9% | $122,332+16.1% | $62,292+128.0% |
| Participation rate | 99.0% | 60.0%+39.0pp | 71.6%+27.4pp | 69.5%+29.5pp |
| Annual return | 21.10% | 20.61%+0.5pp | 30.27%-9.2pp | 28.90%-7.8pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,050-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $9,324 | $2,321+301.7% | $3,287+183.7% | $3,169+194.2% |
| Admin fee / account holder | $3,980 | $440+804.6% | $5,478-27.4% | $479+730.2% |