Filed June 16, 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 | $186,485 | $209,336-10.9% | $197,124-5.4% | $137,256+35.9% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 25.80% | 48.09%-22.3pp | 44.34%-18.5pp | 220.34%-194.5pp |
| Employer contribution / active EE | $5,141 | $6,591-22.0% | $6,227-17.4% | $4,156+23.7% |
| Participant deferral / active EE | $11,015 | $9,614+14.6% | $9,135+20.6% | $6,407+71.9% |
| Admin fee / account holder | $1,665 | $17,308-90.4% | $16,298-89.8% | $12,270-86.4% |