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 | $178,400 | $60,124+196.7% | $90,404+97.3% | $79,858+123.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.52% | 71.94%-57.4pp | 1293.02%-1278.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,585 | $2,068+73.4% | $3,262+9.9% | $2,471+45.1% |
| Participant deferral / active EE | $6,525 | $2,938+122.1% | $3,963+64.6% | $3,740+74.5% |
| Admin fee / account holder | $16,446 | $3,976+313.6% | $5,611+193.1% | $5,306+209.9% |