Filed July 12, 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 | $60,461 | $79,523-24.0% | $140,016-56.8% | $56,287+7.4% |
| Participation rate | 98.0% | 85.7%+12.3pp | 87.5%+10.5pp | 69.9%+28.2pp |
| Annual return | -4.57% | 2.39%-7.0pp | 651.12%-655.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $3,943 | $3,350+17.7% | $5,606-29.7% | $2,111+86.8% |
| Participant deferral / active EE | $4,827 | $5,129-5.9% | $6,927-30.3% | $3,350+44.1% |
| Admin fee / account holder | $4,197 | $614+583.2% | $10,705-60.8% | $521+705.7% |