Filed July 16, 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 | $76,831 | $87,841-12.5% | $133,980-42.7% | $62,891+22.2% |
| Participation rate | 89.1% | 83.4%+5.7pp | 87.1%+2.0pp | 69.3%+19.8pp |
| Annual return | 8.95% | 12.05%-3.1pp | 29.30%-20.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,395 | $3,483-31.2% | $5,211-54.0% | $2,281+5.0% |
| Participant deferral / active EE | $5,260 | $4,812+9.3% | $6,282-16.3% | $3,203+64.2% |
| Admin fee / account holder | $7,720 | $5,371+43.7% | $9,324-17.2% | $4,296+79.7% |