Filed July 15, 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 | $132,534 | $56,199+135.8% | $67,652+95.9% | $59,632+122.3% |
| Participation rate | 99.0% | 71.5%+27.5pp | 75.7%+23.3pp | 68.7%+30.3pp |
| Annual return | 0.82% | 18505.31%-18504.5pp | 6625.04%-6624.2pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,709 | $1,614+5.9% | $2,266-24.6% | $2,203-22.4% |
| Participant deferral / active EE | $3,216 | $2,844+13.1% | $3,560-9.7% | $3,192+0.8% |
| Admin fee / account holder | $22,910 | $3,958+478.8% | $4,821+375.2% | $4,297+433.2% |