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 | $176,361 | $58,208+203.0% | $81,812+115.6% | $80,856+118.1% |
| Participation rate | 89.7% | 63.4%+26.2pp | 72.3%+17.3pp | 67.6%+22.0pp |
| Annual return | 12.90% | 41.66%-28.8pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,933 | $2,340+25.4% | $2,912+0.7% | $2,755+6.5% |
| Participant deferral / active EE | $10,194 | $3,281+210.7% | $4,319+136.0% | $4,296+137.3% |
| Admin fee / account holder | $28,740 | $4,981+477.0% | $7,386+289.1% | $6,918+315.4% |