Filed March 5, 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 | $93,953 | $87,841+7.0% | $133,980-29.9% | $62,891+49.4% |
| Participation rate | 88.0% | 83.4%+4.6pp | 87.1%+0.9pp | 69.3%+18.7pp |
| Annual return | 7.14% | 12.05%-4.9pp | 29.30%-22.2pp | 20.14%-13.0pp |
| Employer contribution / active EE | $6,747 | $3,483+93.7% | $5,211+29.5% | $2,281+195.8% |
| Participant deferral / active EE | $4,116 | $4,812-14.5% | $6,282-34.5% | $3,203+28.5% |
| Admin fee / account holder | $14,539 | $5,371+170.7% | $9,324+55.9% | $4,296+238.5% |