Filed September 7, 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 | $193,029 | $138,347+39.5% | $184,203+4.8% | $80,856+138.7% |
| Participation rate | 88.4% | 83.9%+4.5pp | 86.8%+1.6pp | 67.6%+20.7pp |
| Annual return | 13.14% | 20.02%-6.9pp | 28.81%-15.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $6,302 | $4,850+29.9% | $6,427-2.0% | $2,755+128.7% |
| Participant deferral / active EE | $4,974 | $7,071-29.6% | $9,131-45.5% | $4,296+15.8% |
| Admin fee / account holder | $14,233 | $10,483+35.8% | $13,901+2.4% | $6,918+105.7% |