Filed October 10, 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 10-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 | $207,282 | $78,705+163.4% | $117,854+75.9% | $70,131+195.6% |
| Participation rate | 91.5% | 73.2%+18.3pp | 79.7%+11.8pp | 69.5%+21.9pp |
| Annual return | 19.23% | 23.30%-4.1pp | 335.08%-315.9pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,193 | $2,223-46.3% | $3,786-68.5% | $2,342-49.1% |
| Participant deferral / active EE | $3,830 | $3,297+16.2% | $4,482-14.5% | $3,332+15.0% |
| Admin fee / account holder | $2,719 | $5,065-46.3% | $8,020-66.1% | $4,645-41.5% |