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 | $95,482 | $82,523+15.7% | $115,752-17.5% | $70,131+36.1% |
| Participation rate | 86.8% | 74.0%+12.9pp | 77.8%+9.1pp | 69.5%+17.3pp |
| Annual return | 13.16% | 28.22%-15.1pp | 19.41%-6.3pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,814 | $2,758-34.2% | $3,492-48.1% | $2,342-22.6% |
| Participant deferral / active EE | $2,935 | $4,062-27.8% | $5,204-43.6% | $3,332-11.9% |
| Admin fee / account holder | $372 | $4,552-91.8% | $6,278-94.1% | $4,645-92.0% |