Filed June 20, 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 | $177,691 | $100,041+77.6% | $149,718+18.7% | $70,131+153.4% |
| Participation rate | 98.0% | 83.6%+14.4pp | 87.1%+10.9pp | 69.5%+28.4pp |
| Annual return | 17.98% | 27.43%-9.4pp | 1501.63%-1483.6pp | 73.14%-55.2pp |
| Employer contribution / active EE | $3,016 | $3,662-17.6% | $5,445-44.6% | $2,342+28.7% |
| Participant deferral / active EE | $4,633 | $4,983-7.0% | $6,569-29.5% | $3,332+39.0% |
| Admin fee / account holder | $4,177 | $8,286-49.6% | $11,283-63.0% | $4,645-10.1% |