Filed July 7, 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 | $97,764 | $54,762+78.5% | $90,281+8.3% | $72,985+34.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.62% | 30.63%-7.0pp | 78.10%-54.5pp | 81.00%-57.4pp |
| Employer contribution / active EE | $7,158 | $2,092+242.1% | $2,854+150.8% | $2,440+193.4% |
| Participant deferral / active EE | $7,485 | $2,887+159.3% | $3,885+92.6% | $3,607+107.5% |
| Admin fee / account holder | $3,430 | $3,972-13.7% | $5,351-35.9% | $5,124-33.1% |