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 | $108,872 | $96,635+12.7% | $86,612+25.7% | $139,434-21.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.77% | 106.41%-85.6pp | 591.07%-570.3pp | 372.94%-352.2pp |
| Employer contribution / active EE | $7,819 | $3,263+139.6% | $3,022+158.7% | $4,751+64.6% |
| Participant deferral / active EE | $11,150 | $4,836+130.6% | $4,438+151.3% | $6,710+66.2% |
| Admin fee / account holder | $20,709 | $6,408+223.2% | $5,614+268.9% | $11,403+81.6% |