Filed June 6, 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 4-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 | $69,594 | $105,126-33.8% | $94,646-26.5% | $139,434-50.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 446.41% | 38.03%+408.4pp | 156.71%+289.7pp | 372.94%+73.5pp |
| Employer contribution / active EE | $5,315 | $4,106+29.5% | $3,672+44.7% | $4,751+11.9% |
| Participant deferral / active EE | $10,517 | $7,599+38.4% | $7,418+41.8% | $6,710+56.7% |
| Admin fee / account holder | $7,838 | $8,984-12.8% | $7,231+8.4% | $11,403-31.3% |