Filed May 19, 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 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 | $64,713 | $69,977-7.5% | $108,579-40.4% | $62,891+2.9% |
| Participation rate | 89.5% | 72.9%+16.6pp | 79.6%+9.9pp | 69.3%+20.2pp |
| Annual return | 7.28% | 10.73%-3.4pp | -51.70%+59.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,094 | $2,135-1.9% | $3,758-44.3% | $2,281-8.2% |
| Participant deferral / active EE | $4,026 | $3,165+27.2% | $4,311-6.6% | $3,203+25.7% |
| Admin fee / account holder | $361 | $5,076-92.9% | $7,645-95.3% | $4,296-91.6% |