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 | $44,290 | $60,124-26.3% | $90,404-51.0% | $79,858-44.5% |
| Participation rate | 97.9% | 65.0%+32.9pp | 72.7%+25.2pp | 69.6%+28.2pp |
| Annual return | 15.03% | 71.94%-56.9pp | 1293.02%-1278.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,043 | $2,068-1.2% | $3,262-37.4% | $2,471-17.3% |
| Participant deferral / active EE | $1,969 | $2,938-33.0% | $3,963-50.3% | $3,740-47.3% |
| Admin fee / account holder | $388 | $3,976-90.2% | $5,611-93.1% | $5,306-92.7% |