Filed March 31, 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 | $180,406 | $87,841+105.4% | $133,980+34.7% | $62,891+186.9% |
| Participation rate | 97.4% | 83.4%+14.1pp | 87.1%+10.4pp | 69.3%+28.1pp |
| Annual return | 7.12% | 12.05%-4.9pp | 29.30%-22.2pp | 20.14%-13.0pp |
| Employer contribution / active EE | $9,426 | $3,483+170.6% | $5,211+80.9% | $2,281+313.3% |
| Participant deferral / active EE | $3,227 | $4,812-32.9% | $6,282-48.6% | $3,203+0.8% |
| Admin fee / account holder | $2,348 | $5,371-56.3% | $9,324-74.8% | $4,296-45.3% |