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 | $161,663 | $165,335-2.2% | $149,696+8.0% | $158,922+1.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.78% | 348.15%-335.4pp | 276.60%-263.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $3,791 | $5,103-25.7% | $4,644-18.4% | $4,761-20.4% |
| Participant deferral / active EE | $6,073 | $7,181-15.4% | $6,842-11.2% | $5,982+1.5% |
| Admin fee / account holder | $46,487 | $10,807+330.2% | $9,309+399.4% | $11,246+313.4% |