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 | $185,327 | $80,717+129.6% | $154,803+19.7% | $84,808+118.5% |
| Participation rate | 93.6% | 66.8%+26.8pp | 78.1%+15.5pp | 68.3%+25.3pp |
| Annual return | 14.36% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $11,420 | $2,761+313.6% | $4,305+165.2% | $2,631+334.0% |
| Participant deferral / active EE | $9,051 | $3,303+174.0% | $5,540+63.4% | $4,212+114.9% |
| Admin fee / account holder | $25,496 | $6,746+278.0% | $14,329+77.9% | $7,344+247.2% |