Filed May 8, 2006 (most recent of 2 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 | $51,803 | $71,050-27.1% | $93,606-44.7% | $80,856-35.9% |
| Participation rate | 90.7% | 60.4%+30.3pp | 68.7%+22.0pp | 67.6%+23.1pp |
| Annual return | 19.09% | 11.26%+7.8pp | 133.20%-114.1pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,554 | $1,564-0.6% | $2,420-35.8% | $2,755-43.6% |
| Participant deferral / active EE | $5,272 | $4,034+30.7% | $4,411+19.5% | $4,296+22.7% |
| Admin fee / account holder | $6,673 | $6,945-3.9% | $8,285-19.5% | $6,918-3.5% |