Filed April 11, 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 | $67,003 | $58,577+14.4% | $83,333-19.6% | $64,186+4.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -7.56% | 9.65%-17.2pp | 10.63%-18.2pp | 7.63%-15.2pp |
| Employer contribution / active EE | $4,153 | $2,098+97.9% | $3,379+22.9% | $2,381+74.4% |
| Participant deferral / active EE | $3,272 | $4,654-29.7% | $5,565-41.2% | $3,470-5.7% |
| Admin fee / account holder | $7,308 | $9,275-21.2% | $7,510-2.7% | $4,888+49.5% |