Filed May 9, 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 | $80,261 | $72,114+11.3% | $108,745-26.2% | $62,891+27.6% |
| Participation rate | 86.5% | 74.6%+11.9pp | 77.7%+8.8pp | 69.3%+17.2pp |
| Annual return | 6.32% | 13.41%-7.1pp | 46.22%-39.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,875 | $2,694-30.4% | $3,323-43.6% | $2,281-17.8% |
| Participant deferral / active EE | $3,006 | $4,044-25.7% | $5,121-41.3% | $3,203-6.2% |
| Admin fee / account holder | $2,935 | $4,608-36.3% | $6,144-52.2% | $4,296-31.7% |