Filed August 29, 2006 (most recent of 3 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 | $135,434 | $146,267-7.4% | $197,124-31.3% | $82,448+64.3% |
| Participation rate | 91.4% | 84.0%+7.4pp | 86.7%+4.7pp | 68.1%+23.4pp |
| Annual return | 19.11% | 29.61%-10.5pp | 44.34%-25.2pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,856 | $4,723-60.7% | $6,227-70.2% | $2,551-27.2% |
| Participant deferral / active EE | $6,527 | $7,035-7.2% | $9,135-28.6% | $4,139+57.7% |
| Admin fee / account holder | $7,819 | $14,422-45.8% | $16,298-52.0% | $7,234+8.1% |