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 | $102,771 | $110,094-6.7% | $151,611-32.2% | $68,494+50.0% |
| Participation rate | 84.9% | 84.0%+1.0pp | 87.5%-2.5pp | 67.9%+17.1pp |
| Annual return | 6.97% | -10.12%+17.1pp | 3.33%+3.6pp | -7.84%+14.8pp |
| Employer contribution / active EE | $2,366 | $4,471-47.1% | $6,166-61.6% | $2,596-8.9% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,378 | $7,719-56.2% | $11,616-70.9% | $5,403-37.5% |