Filed March 9, 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 | $91,209 | $87,841+3.8% | $133,980-31.9% | $62,891+45.0% |
| Participation rate | 77.3% | 83.4%-6.1pp | 87.1%-9.7pp | 69.3%+8.0pp |
| Annual return | 8.03% | 12.05%-4.0pp | 29.30%-21.3pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,220 | $3,483-7.5% | $5,211-38.2% | $2,281+41.2% |
| Participant deferral / active EE | $4,330 | $4,812-10.0% | $6,282-31.1% | $3,203+35.2% |
| Admin fee / account holder | $7,886 | $5,371+46.8% | $9,324-15.4% | $4,296+83.6% |