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 | $189,938 | $65,409+190.4% | $98,442+92.9% | $85,850+121.2% |
| Participation rate | 96.4% | 65.0%+31.4pp | 73.3%+23.0pp | 69.3%+27.0pp |
| Annual return | 13.22% | 21.76%-8.5pp | 1492.73%-1479.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $6,311 | $2,168+191.2% | $2,960+113.2% | $2,565+146.0% |
| Participant deferral / active EE | $8,979 | $3,166+183.6% | $4,276+110.0% | $3,952+127.2% |
| Admin fee / account holder | $2,635 | $4,593-42.6% | $5,949-55.7% | $6,260-57.9% |