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 | $146,267+15.3% | $197,124-14.5% | $82,448+104.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 86.7%-8.9pp | 68.1%+9.7pp |
| Annual return | 13.67% | 29.61%-15.9pp | 44.34%-30.7pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,493 | $4,723-47.2% | $6,227-60.0% | $2,551-2.3% |
| Participant deferral / active EE | $3,530 | $7,035-49.8% | $9,135-61.4% | $4,139-14.7% |
| Admin fee / account holder | $3,832 | $14,422-73.4% | $16,298-76.5% | $7,234-47.0% |