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 | $151,074 | $123,793+22.0% | $177,821-15.0% | $79,858+89.2% |
| Participation rate | 97.1% | 84.7%+12.5pp | 87.7%+9.4pp | 69.6%+27.5pp |
| Annual return | 12.73% | 22.82%-10.1pp | 48.32%-35.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $7,491 | $4,095+82.9% | $5,918+26.6% | $2,471+203.2% |
| Participant deferral / active EE | $4,278 | $5,956-28.2% | $7,714-44.5% | $3,740+14.4% |
| Admin fee / account holder | $10,879 | $7,243+50.2% | $12,427-12.5% | $5,306+105.0% |