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 | $92,375 | $100,041-7.7% | $149,718-38.3% | $70,131+31.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 43.20% | 27.43%+15.8pp | 1501.63%-1458.4pp | 73.14%-29.9pp |
| Employer contribution / active EE | $2,633 | $3,662-28.1% | $5,445-51.7% | $2,342+12.4% |
| Participant deferral / active EE | $2,345 | $4,983-52.9% | $6,569-64.3% | $3,332-29.6% |
| Admin fee / account holder | $1,152 | $8,286-86.1% | $11,283-89.8% | $4,645-75.2% |