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 9-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 | $168,623 | $148,978+13.2% | $200,582-15.9% | $84,808+98.8% |
| Participation rate | 77.8% | 84.2%-6.5pp | 86.9%-9.1pp | 68.3%+9.5pp |
| Annual return | 13.67% | 28.16%-14.5pp | 42.33%-28.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,493 | $4,815-48.2% | $6,419-61.2% | $2,631-5.3% |
| Participant deferral / active EE | $3,530 | $7,142-50.6% | $9,331-62.2% | $4,212-16.2% |
| Admin fee / account holder | $3,832 | $13,977-72.6% | $16,305-76.5% | $7,344-47.8% |