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 | $88,311 | $108,919-18.9% | $100,391-12.0% | $145,922-39.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 57.83% | 57.88%-0.1pp | 49.20%+8.6pp | 561.29%-503.5pp |
| Employer contribution / active EE | $2,438 | $4,419-44.8% | $3,942-38.2% | $4,660-47.7% |
| Participant deferral / active EE | $10,612 | $8,445+25.7% | $8,082+31.3% | $6,688+58.7% |
| Admin fee / account holder | $10,697 | $9,689+10.4% | $7,899+35.4% | $13,397-20.2% |