Filed September 7, 2006 (most recent of 2 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 10-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 | $72,946 | $137,414-46.9% | $189,513-61.5% | $85,850-15.0% |
| Participation rate | 91.2% | 84.6%+6.6pp | 87.8%+3.4pp | 69.3%+21.9pp |
| Annual return | 13.29% | 38.14%-24.9pp | 555.15%-541.9pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,870 | $4,344-33.9% | $6,162-53.4% | $2,565+11.9% |
| Participant deferral / active EE | $3,602 | $6,260-42.5% | $8,221-56.2% | $3,952-8.8% |
| Admin fee / account holder | $2,747 | $8,630-68.2% | $12,045-77.2% | $6,260-56.1% |