Filed May 8, 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 | $73,370 | $109,359-32.9% | $162,163-54.8% | $72,985+0.5% |
| Participation rate | 92.9% | 84.3%+8.6pp | 87.6%+5.3pp | 69.5%+23.4pp |
| Annual return | 18.85% | 25.46%-6.6pp | 115.59%-96.7pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,327 | $3,907-66.0% | $5,614-76.4% | $2,440-45.6% |
| Participant deferral / active EE | $2,668 | $5,481-51.3% | $7,298-63.4% | $3,607-26.0% |
| Admin fee / account holder | $2,373 | $7,972-70.2% | $10,843-78.1% | $5,124-53.7% |