Filed August 31, 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 | $85,670 | $93,024-7.9% | $77,024+11.2% | $134,475-36.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.92% | 62.60%-77.5pp | 42.32%-57.2pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,464 | $3,418-57.2% | $2,812-47.9% | $4,740-69.1% |
| Participant deferral / active EE | $2,792 | $5,238-46.7% | $4,426-36.9% | $6,400-56.4% |
| Admin fee / account holder | $9,166 | $6,944+32.0% | $5,425+68.9% | $11,426-19.8% |