Filed August 9, 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 | $99,811 | $69,977+42.6% | $108,579-8.1% | $62,891+58.7% |
| Participation rate | 93.8% | 72.9%+20.9pp | 79.6%+14.2pp | 69.3%+24.4pp |
| Annual return | 7.38% | 10.73%-3.3pp | -51.70%+59.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,108 | $2,135-1.3% | $3,758-43.9% | $2,281-7.6% |
| Participant deferral / active EE | $3,944 | $3,165+24.6% | $4,311-8.5% | $3,203+23.1% |
| Admin fee / account holder | $24,148 | $5,076+375.7% | $7,645+215.9% | $4,296+462.2% |