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 | $166,129 | $94,529+75.7% | $140,016+18.6% | $64,186+158.8% |
| Participation rate | 96.3% | 84.1%+12.2pp | 87.5%+8.8pp | 69.6%+26.7pp |
| Annual return | -4.38% | 7.77%-12.1pp | 651.12%-655.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,887 | $3,812-24.3% | $5,606-48.5% | $2,381+21.2% |
| Participant deferral / active EE | $4,661 | $5,250-11.2% | $6,927-32.7% | $3,470+34.3% |
| Admin fee / account holder | $2,365 | $6,741-64.9% | $10,705-77.9% | $4,888-51.6% |