Filed September 8, 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 | $38,472 | $53,127-27.6% | $86,590-55.6% | $70,131-45.1% |
| Participation rate | 95.7% | 65.3%+30.3pp | 73.5%+22.1pp | 69.5%+26.1pp |
| Annual return | 16.34% | 27.66%-11.3pp | 964.84%-948.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,833 | $2,068-11.4% | $2,839-35.5% | $2,342-21.8% |
| Participant deferral / active EE | $2,053 | $2,696-23.9% | $3,609-43.1% | $3,332-38.4% |
| Admin fee / account holder | $4,355 | $3,585+21.5% | $4,906-11.2% | $4,645-6.3% |