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 | $195,843 | $78,422+149.7% | $95,952+104.1% | $79,858+145.2% |
| Participation rate | 98.9% | 73.5%+25.4pp | 77.1%+21.8pp | 69.6%+29.3pp |
| Annual return | 19.70% | 19.37%+0.3pp | 91.61%-71.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,963 | $1,945+0.9% | $2,541-22.8% | $2,471-20.6% |
| Participant deferral / active EE | $4,595 | $3,440+33.6% | $4,167+10.3% | $3,740+22.9% |
| Admin fee / account holder | $8,704 | $5,622+54.8% | $6,795+28.1% | $5,306+64.0% |