Filed August 2, 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 | $119,340 | $123,793-3.6% | $177,821-32.9% | $79,858+49.4% |
| Participation rate | 96.7% | 84.7%+12.0pp | 87.7%+9.0pp | 69.6%+27.1pp |
| Annual return | 13.11% | 22.82%-9.7pp | 48.32%-35.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,816 | $4,095-55.6% | $5,918-69.3% | $2,471-26.5% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,164 | $7,243-56.3% | $12,427-74.5% | $5,306-40.4% |