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 | $82,805 | $94,529-12.4% | $140,016-40.9% | $64,186+29.0% |
| Participation rate | 97.1% | 84.1%+13.0pp | 87.5%+9.6pp | 69.6%+27.5pp |
| Annual return | -4.81% | 7.77%-12.6pp | 651.12%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,406 | $3,812-63.1% | $5,606-74.9% | $2,381-40.9% |
| Participant deferral / active EE | $4,523 | $5,250-13.8% | $6,927-34.7% | $3,470+30.4% |
| Admin fee / account holder | $8,129 | $6,741+20.6% | $10,705-24.1% | $4,888+66.3% |