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 | $235,378 | $101,883+131.0% | $453,369-48.1% | $85,850+174.2% |
| Participation rate | 76.7% | 72.3%+4.5pp | 78.0%-1.3pp | 69.3%+7.4pp |
| Annual return | 14.45% | 25.38%-10.9pp | 64.40%-49.9pp | 318.53%-304.1pp |
| Employer contribution / active EE | $925 | $2,847-67.5% | $4,070-77.3% | $2,565-64.0% |
| Participant deferral / active EE | $5,919 | $4,782+23.8% | $6,209-4.7% | $3,952+49.8% |
| Admin fee / account holder | $5,351 | $5,706-6.2% | $11,209-52.3% | $6,260-14.5% |