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 | $88,637 | $63,355+39.9% | $91,989-3.6% | $72,985+21.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 24.81% | 35.35%-10.5pp | 69.02%-44.2pp | 81.00%-56.2pp |
| Employer contribution / active EE | $4,436 | $2,116+109.7% | $3,452+28.5% | $2,440+81.8% |
| Participant deferral / active EE | $3,411 | $4,883-30.1% | $5,923-42.4% | $3,607-5.4% |
| Admin fee / account holder | $525 | $4,668-88.7% | $7,743-93.2% | $5,124-89.8% |