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 | $140,049 | $78,705+77.9% | $117,854+18.8% | $70,131+99.7% |
| Participation rate | 97.3% | 73.2%+24.1pp | 79.7%+17.6pp | 69.5%+27.8pp |
| Annual return | 17.65% | 23.30%-5.7pp | 335.08%-317.4pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,050 | $2,223-7.8% | $3,786-45.8% | $2,342-12.5% |
| Participant deferral / active EE | $7,302 | $3,297+121.5% | $4,482+62.9% | $3,332+119.2% |
| Admin fee / account holder | $2,987 | $5,065-41.0% | $8,020-62.8% | $4,645-35.7% |