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 | $91,681 | $137,414-33.3% | $189,513-51.6% | $85,850+6.8% |
| Participation rate | 97.6% | 84.6%+12.9pp | 87.8%+9.8pp | 69.3%+28.2pp |
| Annual return | 14.07% | 38.14%-24.1pp | 555.15%-541.1pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,740 | $4,344-60.0% | $6,162-71.8% | $2,565-32.2% |
| Participant deferral / active EE | $3,634 | $6,260-42.0% | $8,221-55.8% | $3,952-8.0% |
| Admin fee / account holder | $1,145 | $8,630-86.7% | $12,045-90.5% | $6,260-81.7% |