Filed July 25, 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 | $68,238 | $124,185-45.1% | $108,410-37.1% | $167,490-59.3% |
| Participation rate | 77.8% | 82.3%-4.5pp | 80.1%-2.4pp | 82.1%-4.3pp |
| Annual return | 13.96% | 1379.64%-1365.7pp | 905.27%-891.3pp | 478.56%-464.6pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,936 | $6,908-43.0% | $6,563-40.0% | $6,341-37.9% |
| Admin fee / account holder | $7,607 | $9,455-19.5% | $7,295+4.3% | $12,309-38.2% |