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 | $164,297 | $71,883+128.6% | $86,677+89.6% | $68,494+139.9% |
| Participation rate | 98.8% | 72.2%+26.6pp | 76.6%+22.3pp | 67.9%+30.9pp |
| Annual return | -13.05% | 3.52%-16.6pp | 35.91%-49.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,015 | $2,173-7.3% | $2,836-29.0% | $2,596-22.4% |
| Participant deferral / active EE | $5,183 | $3,779+37.2% | $4,656+11.3% | $4,027+28.7% |
| Admin fee / account holder | $36,236 | $6,112+492.9% | $7,493+383.6% | $5,403+570.7% |