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 | $191,795 | $91,552+109.5% | $133,956+43.2% | $79,858+140.2% |
| Participation rate | 97.5% | 73.3%+24.2pp | 79.8%+17.7pp | 69.6%+27.9pp |
| Annual return | 17.18% | 61.85%-44.7pp | 45.09%-27.9pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,053 | $2,384-13.9% | $3,919-47.6% | $2,471-16.9% |
| Participant deferral / active EE | $7,836 | $3,733+109.9% | $5,048+55.2% | $3,740+109.5% |
| Admin fee / account holder | $2,667 | $6,321-57.8% | $8,927-70.1% | $5,306-49.7% |