Filed August 9, 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 | $129,253 | $150,440-14.1% | $136,294-5.2% | $147,584-12.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.89% | 1049.08%-1032.2pp | 5155.94%-5139.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,274 | $5,256-37.7% | $4,695-30.3% | $4,876-32.9% |
| Participant deferral / active EE | $7,178 | $6,630+8.3% | $6,247+14.9% | $5,439+32.0% |
| Admin fee / account holder | $4,857 | $10,905-55.5% | $9,243-47.5% | $10,885-55.4% |