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 | $165,077 | $83,477+97.8% | $125,175+31.9% | $72,985+126.2% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.4pp | 69.5%+26.7pp |
| Annual return | 23.35% | 25.78%-2.4pp | 43.79%-20.4pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,955 | $2,345-16.6% | $3,865-49.4% | $2,440-19.9% |
| Participant deferral / active EE | $7,434 | $3,585+107.3% | $4,937+50.6% | $3,607+106.1% |
| Admin fee / account holder | $3,017 | $5,517-45.3% | $9,702-68.9% | $5,124-41.1% |