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 | $89,815 | $68,097+31.9% | $62,929+42.7% | $137,256-34.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.83% | 1859.11%-1841.3pp | 1063.93%-1046.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $13,204 | $2,811+369.7% | $2,505+427.2% | $4,156+217.7% |
| Participant deferral / active EE | $7,107 | $4,553+56.1% | $3,888+82.8% | $6,407+10.9% |
| Admin fee / account holder | $19,143 | $6,521+193.5% | $5,065+278.0% | $12,270+56.0% |