Filed June 22, 2006 (most recent of 4 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 7-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 | $120,807 | $45,152+167.6% | $73,843+63.6% | $59,632+102.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.35% | 27.40%-25.1pp | 2267.84%-2265.5pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $3,243 | $1,902+70.6% | $2,787+16.4% | $2,203+47.3% |
| Participant deferral / active EE | $6,871 | $2,574+166.9% | $3,583+91.7% | $3,192+115.3% |
| Admin fee / account holder | $17,106 | $3,516+386.5% | $4,880+250.5% | $4,297+298.1% |