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 | $65,967 | $110,094-40.1% | $151,611-56.5% | $68,494-3.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.85% | -10.12%-3.7pp | 3.33%-17.2pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,642 | $4,471-40.9% | $6,166-57.1% | $2,596+1.8% |
| Participant deferral / active EE | $3,195 | $6,527-51.0% | $8,363-61.8% | $4,027-20.7% |
| Admin fee / account holder | $3,159 | $7,719-59.1% | $11,616-72.8% | $5,403-41.5% |