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 | $148,978-9.1% | $200,582-32.5% | $84,808+59.7% |
| Participation rate | 91.4% | 84.2%+7.2pp | 86.9%+4.5pp | 68.3%+23.1pp |
| Annual return | 19.11% | 28.16%-9.1pp | 42.33%-23.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,856 | $4,815-61.5% | $6,419-71.1% | $2,631-29.4% |
| Participant deferral / active EE | $6,527 | $7,142-8.6% | $9,331-30.1% | $4,212+55.0% |
| Admin fee / account holder | $7,819 | $13,977-44.1% | $16,305-52.0% | $7,344+6.5% |