Filed August 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 | $89,781 | $100,041-10.3% | $149,718-40.0% | $70,131+28.0% |
| Participation rate | 95.5% | 83.6%+11.9pp | 87.1%+8.5pp | 69.5%+26.0pp |
| Annual return | 13.26% | 27.43%-14.2pp | 1501.63%-1488.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,352 | $3,662-63.1% | $5,445-75.2% | $2,342-42.3% |
| Participant deferral / active EE | $4,377 | $4,983-12.2% | $6,569-33.4% | $3,332+31.4% |
| Admin fee / account holder | $4,163 | $8,286-49.8% | $11,283-63.1% | $4,645-10.4% |