Filed August 29, 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 | $85,051 | $102,382-16.9% | $147,005-42.1% | $80,874+5.2% |
| Participation rate | 76.3% | 75.8%+0.5pp | 82.2%-5.8pp | 67.6%+8.7pp |
| Annual return | 14.94% | 134.89%-120.0pp | 418.76%-403.8pp | 35.62%-20.7pp |
| Employer contribution / active EE | $3,376 | $3,715-9.1% | $4,934-31.6% | $2,756+22.5% |
| Participant deferral / active EE | $7,493 | $6,646+12.7% | $8,070-7.1% | $4,297+74.4% |
| Admin fee / account holder | $20,388 | $7,942+156.7% | $13,006+56.8% | $6,935+194.0% |