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 | $133,262 | $72,404+84.1% | $110,238+20.9% | $64,186+107.6% |
| Participation rate | 94.8% | 73.3%+21.5pp | 79.8%+15.0pp | 69.6%+25.2pp |
| Annual return | -7.08% | -6.29%-0.8pp | 314.74%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,007 | $2,282-12.0% | $3,826-47.5% | $2,381-15.7% |
| Participant deferral / active EE | $7,459 | $3,469+115.0% | $4,672+59.7% | $3,470+115.0% |
| Admin fee / account holder | $1,943 | $5,664-65.7% | $8,547-77.3% | $4,888-60.3% |