Filed June 14, 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 | $96,491 | $65,703+46.9% | $94,224+2.4% | $59,632+61.8% |
| Participation rate | 98.7% | 72.1%+26.6pp | 78.8%+19.9pp | 68.7%+30.0pp |
| Annual return | -1.15% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,998 | $2,021-1.1% | $3,587-44.3% | $2,203-9.3% |
| Participant deferral / active EE | $6,540 | $3,143+108.1% | $4,320+51.4% | $3,192+104.9% |
| Admin fee / account holder | $5,017 | $4,264+17.7% | $6,269-20.0% | $4,297+16.8% |