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 | $70,488 | $153,772-54.2% | $133,980-47.4% | $273,961-74.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.16% | 36.51%-32.4pp | 29.30%-25.1pp | 41.45%-37.3pp |
| Employer contribution / active EE | $4,393 | $6,029-27.1% | $5,211-15.7% | $4,869-9.8% |
| Participant deferral / active EE | $10,200 | $6,958+46.6% | $6,282+62.4% | $5,287+92.9% |
| Admin fee / account holder | $7,473 | $11,765-36.5% | $9,324-19.9% | $10,132-26.2% |