Filed July 22, 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 | $188,984 | $91,019+107.6% | $392,568-51.9% | $72,985+158.9% |
| Participation rate | 72.3% | 74.4%-2.0pp | 78.1%-5.7pp | 69.5%+2.9pp |
| Annual return | 19.88% | 20.00%-0.1pp | 24.42%-4.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $843 | $2,751-69.3% | $3,783-77.7% | $2,440-65.4% |
| Participant deferral / active EE | $5,300 | $4,570+16.0% | $5,985-11.4% | $3,607+46.9% |
| Admin fee / account holder | $8,028 | $4,895+64.0% | $6,260+28.2% | $5,124+56.7% |