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 | $84,374 | $123,793-31.8% | $177,821-52.6% | $79,858+5.7% |
| Participation rate | 97.5% | 84.7%+12.8pp | 87.7%+9.8pp | 69.6%+27.9pp |
| Annual return | 12.54% | 22.82%-10.3pp | 48.32%-35.8pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,646 | $4,095-59.8% | $5,918-72.2% | $2,471-33.4% |
| Participant deferral / active EE | $3,247 | $5,956-45.5% | $7,714-57.9% | $3,740-13.2% |
| Admin fee / account holder | $793 | $7,243-89.1% | $12,427-93.6% | $5,306-85.1% |