Filed May 23, 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,949 | $82,093+77.8% | $379,746-61.6% | $73,409+98.8% |
| Participation rate | 98.1% | 76.8%+21.3pp | 78.4%+19.6pp | 72.2%+25.9pp |
| Annual return | 18.61% | 18.89%-0.3pp | 34.90%-16.3pp | 59.29%-40.7pp |
| Employer contribution / active EE | $5,120 | $2,847+79.9% | $3,540+44.6% | $2,234+129.2% |
| Participant deferral / active EE | $4,349 | $4,697-7.4% | $6,024-27.8% | $3,805+14.3% |
| Admin fee / account holder | $310 | $128+142.9% | $7,927-96.1% | $158+96.4% |