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 | $195,261 | $54,705+256.9% | $71,209+174.2% | $84,808+130.2% |
| Participation rate | 92.6% | 64.1%+28.5pp | 73.8%+18.8pp | 68.3%+24.3pp |
| Annual return | 16.94% | 35.90%-19.0pp | 282.51%-265.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,314 | $2,158+53.6% | $2,721+21.8% | $2,631+26.0% |
| Participant deferral / active EE | $11,481 | $3,030+278.9% | $4,175+175.0% | $4,212+172.6% |
| Admin fee / account holder | $16,974 | $4,863+249.0% | $5,349+217.4% | $7,344+131.1% |