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 | $132,353 | $48,076+175.3% | $78,689+68.2% | $62,891+110.4% |
| Participation rate | 97.3% | 65.2%+32.1pp | 73.6%+23.8pp | 69.3%+28.0pp |
| Annual return | 8.12% | 31.35%-23.2pp | 62.18%-54.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $3,500 | $2,015+73.7% | $2,851+22.8% | $2,281+53.5% |
| Participant deferral / active EE | $6,663 | $2,588+157.5% | $3,517+89.5% | $3,203+108.0% |
| Admin fee / account holder | $1,544 | $3,207-51.8% | $4,510-65.8% | $4,296-64.0% |