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 | $245,112 | $90,745+170.1% | $130,231+88.2% | $75,163+226.1% |
| Participation rate | 90.0% | 71.1%+18.9pp | 76.3%+13.7pp | 67.2%+22.8pp |
| Annual return | 17.85% | 34.45%-16.6pp | 38.77%-20.9pp | 160.62%-142.8pp |
| Employer contribution / active EE | $4,356 | $3,314+31.5% | $4,126+5.6% | $2,670+63.2% |
| Participant deferral / active EE | $6,781 | $5,362+26.5% | $6,799-0.3% | $4,125+64.4% |
| Admin fee / account holder | $13,629 | $6,331+115.3% | $6,020+126.4% | $5,651+141.2% |