Filed November 13, 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 | $197,563 | $82,032+140.8% | $123,104+60.5% | $59,632+231.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.35% | 5.12%-4.8pp | 13.22%-12.9pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $14,989 | $3,297+354.7% | $5,151+191.0% | $2,203+580.5% |
| Participant deferral / active EE | $12,784 | $4,667+173.9% | $6,230+105.2% | $3,192+300.5% |
| Admin fee / account holder | $1,684 | $5,881-71.4% | $9,015-81.3% | $4,297-60.8% |