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 | $115,265 | $125,758-8.3% | $169,993-32.2% | $75,163+53.4% |
| Participation rate | 97.6% | 83.6%+14.1pp | 87.0%+10.6pp | 67.2%+30.5pp |
| Annual return | 19.95% | 27.20%-7.3pp | 53.37%-33.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,118 | $4,615-54.1% | $6,785-68.8% | $2,670-20.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $582 | $8,173-92.9% | $12,815-95.5% | $5,651-89.7% |