Filed June 28, 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 | $216,494 | $87,841+146.5% | $133,980+61.6% | $62,891+244.2% |
| Participation rate | 96.2% | 83.4%+12.8pp | 87.1%+9.1pp | 69.3%+26.8pp |
| Annual return | 9.36% | 12.05%-2.7pp | 29.30%-19.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $5,994 | $3,483+72.1% | $5,211+15.0% | $2,281+162.8% |
| Participant deferral / active EE | $15,675 | $4,812+225.7% | $6,282+149.5% | $3,203+389.4% |
| Admin fee / account holder | $1,852 | $5,371-65.5% | $9,324-80.1% | $4,296-56.9% |