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 | $161,991 | $57,281+182.8% | $86,612+87.0% | $75,163+115.5% |
| Participation rate | 89.5% | 63.2%+26.3pp | 71.7%+17.8pp | 67.2%+22.3pp |
| Annual return | 16.04% | 2670.75%-2654.7pp | 591.07%-575.0pp | 160.62%-144.6pp |
| Employer contribution / active EE | $7,048 | $2,314+204.5% | $3,022+133.2% | $2,670+164.0% |
| Participant deferral / active EE | $10,561 | $3,318+218.3% | $4,438+138.0% | $4,125+156.0% |
| Admin fee / account holder | $47,032 | $4,112+1043.8% | $5,614+737.7% | $5,651+732.3% |