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 | $169,157 | $54,762+208.9% | $90,281+87.4% | $72,985+131.8% |
| Participation rate | 95.2% | 65.1%+30.1pp | 73.3%+22.0pp | 69.5%+25.8pp |
| Annual return | 17.02% | 30.63%-13.6pp | 78.10%-61.1pp | 81.00%-64.0pp |
| Employer contribution / active EE | $3,637 | $2,092+73.8% | $2,854+27.4% | $2,440+49.1% |
| Participant deferral / active EE | $6,573 | $2,887+127.7% | $3,885+69.2% | $3,607+82.2% |
| Admin fee / account holder | $6,179 | $3,972+55.6% | $5,351+15.5% | $5,124+20.6% |