Filed June 16, 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 | $106,520 | $49,177+116.6% | $79,464+34.0% | $64,186+66.0% |
| Participation rate | 94.4% | 65.0%+29.4pp | 73.3%+21.1pp | 69.6%+24.9pp |
| Annual return | -5.91% | -1.16%-4.8pp | 718.14%-724.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $6,038 | $2,076+190.8% | $2,800+115.6% | $2,381+153.6% |
| Participant deferral / active EE | $7,592 | $2,821+169.1% | $3,704+105.0% | $3,470+118.8% |
| Admin fee / account holder | $9,125 | $3,839+137.7% | $5,113+78.5% | $4,888+86.7% |