Filed August 29, 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 | $116,719 | $123,793-5.7% | $177,821-34.4% | $79,858+46.2% |
| Participation rate | 96.4% | 84.7%+11.8pp | 87.7%+8.7pp | 69.6%+26.8pp |
| Annual return | 13.29% | 22.82%-9.5pp | 48.32%-35.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,988 | $4,095-27.0% | $5,918-49.5% | $2,471+20.9% |
| Participant deferral / active EE | $6,551 | $5,956+10.0% | $7,714-15.1% | $3,740+75.2% |
| Admin fee / account holder | $7,495 | $7,243+3.5% | $12,427-39.7% | $5,306+41.2% |