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 | $79,725 | $125,758-36.6% | $169,993-53.1% | $75,163+6.1% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.6pp | 67.2%+29.4pp |
| Annual return | 13.88% | 27.20%-13.3pp | 53.37%-39.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $3,225 | $4,615-30.1% | $6,785-52.5% | $2,670+20.8% |
| Participant deferral / active EE | $3,880 | $6,837-43.3% | $10,408-62.7% | $4,125-5.9% |
| Admin fee / account holder | $2,890 | $8,173-64.6% | $12,815-77.4% | $5,651-48.9% |