Filed May 18, 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 | $165,170 | $63,346+160.7% | $92,233+79.1% | $70,131+135.5% |
| Participation rate | 76.7% | 68.7%+8.0pp | 76.5%+0.2pp | 69.5%+7.1pp |
| Annual return | 20.71% | 530.12%-509.4pp | 176.28%-155.6pp | 73.14%-52.4pp |
| Employer contribution / active EE | $1,324 | $2,471-46.4% | $3,679-64.0% | $2,342-43.5% |
| Participant deferral / active EE | $7,982 | $2,854+179.7% | $3,897+104.8% | $3,332+139.6% |
| Admin fee / account holder | $20,269 | $3,840+427.8% | $5,194+290.3% | $4,645+336.3% |