Filed May 10, 2006 (most recent of 3 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 6-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 | $30,128 | $43,075-30.1% | $74,583-59.6% | $62,891-52.1% |
| Participation rate | 97.2% | 58.1%+39.1pp | 68.1%+29.1pp | 69.3%+27.9pp |
| Annual return | 7.04% | 17.50%-10.5pp | 20.47%-13.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,188 | $1,498-20.6% | $2,525-52.9% | $2,281-47.9% |
| Participant deferral / active EE | $1,729 | $2,389-27.7% | $3,458-50.0% | $3,203-46.0% |
| Admin fee / account holder | $2,042 | $2,840-28.1% | $4,138-50.6% | $4,296-52.5% |