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 | $218,035 | $83,427+161.3% | $115,756+88.4% | $68,494+218.3% |
| Participation rate | 76.3% | 71.9%+4.4pp | 77.1%-0.8pp | 67.9%+8.4pp |
| Annual return | -14.04% | -10.95%-3.1pp | 143.14%-157.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $990 | $3,075-67.8% | $3,793-73.9% | $2,596-61.9% |
| Participant deferral / active EE | $7,717 | $5,355+44.1% | $6,254+23.4% | $4,027+91.6% |
| Admin fee / account holder | $24,465 | $5,708+328.6% | $8,124+201.1% | $5,403+352.8% |