Filed July 19, 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 | $58,494 | $123,793-52.7% | $177,821-67.1% | $79,858-26.8% |
| Participation rate | 98.5% | 84.7%+13.9pp | 87.7%+10.8pp | 69.6%+28.9pp |
| Annual return | 12.01% | 22.82%-10.8pp | 48.32%-36.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $3,886 | $4,095-5.1% | $5,918-34.3% | $2,471+57.3% |
| Participant deferral / active EE | $2,901 | $5,956-51.3% | $7,714-62.4% | $3,740-22.4% |
| Admin fee / account holder | $7,799 | $7,243+7.7% | $12,427-37.2% | $5,306+47.0% |