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 | $189,307 | $81,900+131.1% | $119,609+58.3% | $68,494+176.4% |
| Participation rate | 92.6% | 71.9%+20.7pp | 79.3%+13.3pp | 67.9%+24.7pp |
| Annual return | -16.38% | -23.82%+7.4pp | -14.97%-1.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,481 | $2,693-7.9% | $4,232-41.4% | $2,596-4.5% |
| Participant deferral / active EE | $9,375 | $4,148+126.0% | $5,602+67.4% | $4,027+132.8% |
| Admin fee / account holder | $14,737 | $6,582+123.9% | $10,323+42.8% | $5,403+172.8% |