Filed September 14, 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 | $147,492 | $133,958+10.1% | $112,228+31.4% | $134,475+9.7% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -9.98% | 47.11%-57.1pp | 27.45%-37.4pp | 417.96%-427.9pp |
| Employer contribution / active EE | $835 | $4,038-79.3% | $3,635-77.0% | $4,740-82.4% |
| Participant deferral / active EE | $5,724 | $5,291+8.2% | $4,728+21.1% | $6,400-10.6% |
| Admin fee / account holder | $10,177 | $7,489+35.9% | $6,410+58.8% | $11,426-10.9% |