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 | $136,044 | $53,127+156.1% | $86,590+57.1% | $70,131+94.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.94% | 27.66%-13.7pp | 964.84%-950.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $3,358 | $2,068+62.4% | $2,839+18.3% | $2,342+43.3% |
| Participant deferral / active EE | $6,850 | $2,696+154.1% | $3,609+89.8% | $3,332+105.6% |
| Admin fee / account holder | $3,080 | $3,585-14.1% | $4,906-37.2% | $4,645-33.7% |