Filed September 13, 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 | $62,534 | $54,726+14.3% | $68,793-9.1% | $64,186-2.6% |
| Participation rate | 81.5% | 68.0%+13.5pp | 72.2%+9.3pp | 69.6%+11.9pp |
| Annual return | 8.15% | -1.62%+9.8pp | -4.63%+12.8pp | 7.63%+0.5pp |
| Employer contribution / active EE | $2,747 | $1,846+48.8% | $2,625+4.6% | $2,381+15.4% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,326 | $4,027-17.4% | $5,131-35.2% | $4,888-32.0% |