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 | $121,195 | $96,305+25.8% | $80,569+50.4% | $139,434-13.1% |
| Participation rate | 92.9% | 73.6%+19.2pp | 67.0%+25.9pp | 80.3%+12.5pp |
| Annual return | 16.03% | 1350.08%-1334.1pp | 935.43%-919.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,392 | $3,262-26.7% | $2,723-12.2% | $4,751-49.6% |
| Participant deferral / active EE | $4,841 | $5,232-7.5% | $4,447+8.9% | $6,710-27.9% |
| Admin fee / account holder | $4,063 | $6,599-38.4% | $5,377-24.4% | $11,403-64.4% |