Filed September 12, 2006 (most recent of 3 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 | $52,916 | $73,867-28.4% | $143,757-63.2% | $68,494-22.7% |
| Participation rate | 73.0% | 66.7%+6.3pp | 80.3%-7.3pp | 67.9%+5.1pp |
| Annual return | 0.48% | 1.01%-0.5pp | -0.04%+0.5pp | -7.84%+8.3pp |
| Employer contribution / active EE | $2,403 | $3,184-24.5% | $4,951-51.5% | $2,596-7.4% |
| Participant deferral / active EE | $4,724 | $3,384+39.6% | $5,637-16.2% | $4,027+17.3% |
| Admin fee / account holder | $1,267 | $5,755-78.0% | $14,673-91.4% | $5,403-76.5% |