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 | $128,402 | $60,124+113.6% | $90,404+42.0% | $79,858+60.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 19.31% | 71.94%-52.6pp | 1293.02%-1273.7pp | 31.71%-12.4pp |
| Employer contribution / active EE | $9,712 | $2,068+369.7% | $3,262+197.7% | $2,471+293.1% |
| Participant deferral / active EE | $6,918 | $2,938+135.4% | $3,963+74.5% | $3,740+85.0% |
| Admin fee / account holder | $726 | $3,976-81.7% | $5,611-87.1% | $5,306-86.3% |