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 | $84,503 | $99,877-15.4% | $84,966-0.5% | $145,922-42.1% |
| Participation rate | 84.6% | 74.1%+10.5pp | 67.5%+17.1pp | 80.3%+4.3pp |
| Annual return | 10.90% | 83.76%-72.9pp | 66.38%-55.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,364 | $5,291-74.2% | $4,519-69.8% | $6,688-79.6% |
| Admin fee / account holder | $89,220 | $7,248+1131.0% | $6,149+1351.0% | $13,397+566.0% |