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 | $131,521 | $78,705+67.1% | $117,854+11.6% | $70,131+87.5% |
| Participation rate | 89.1% | 73.2%+15.9pp | 79.7%+9.5pp | 69.5%+19.6pp |
| Annual return | 13.42% | 23.30%-9.9pp | 335.08%-321.7pp | 73.14%-59.7pp |
| Employer contribution / active EE | $2,240 | $2,223+0.7% | $3,786-40.8% | $2,342-4.4% |
| Participant deferral / active EE | $4,285 | $3,297+30.0% | $4,482-4.4% | $3,332+28.6% |
| Admin fee / account holder | $7,550 | $5,065+49.1% | $8,020-5.9% | $4,645+62.5% |