Filed June 28, 2006 (most recent of 4 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 | $129,824 | $73,867+75.8% | $143,757-9.7% | $68,494+89.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.17% | 1.01%-18.2pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $12,719 | $3,184+299.4% | $4,951+156.9% | $2,596+389.9% |
| Participant deferral / active EE | $9,945 | $3,384+193.9% | $5,637+76.4% | $4,027+147.0% |
| Admin fee / account holder | $32,859 | $5,755+471.0% | $14,673+123.9% | $5,403+508.2% |