Filed September 16, 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 | $118,174 | $95,803+23.4% | $113,168+4.4% | $84,808+39.3% |
| Participation rate | 73.9% | 72.9%+1.0pp | 76.6%-2.7pp | 68.3%+5.6pp |
| Annual return | 16.11% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,238 | $2,360+37.2% | $2,975+8.8% | $2,631+23.1% |
| Participant deferral / active EE | $8,068 | $4,242+90.2% | $5,107+58.0% | $4,212+91.6% |
| Admin fee / account holder | $8,611 | $8,989-4.2% | $12,068-28.6% | $7,344+17.3% |