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 | $101,909 | $109,359-6.8% | $162,163-37.2% | $72,985+39.6% |
| Participation rate | 94.4% | 84.3%+10.1pp | 87.6%+6.8pp | 69.5%+24.9pp |
| Annual return | 18.58% | 25.46%-6.9pp | 115.59%-97.0pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,415 | $3,907-63.8% | $5,614-74.8% | $2,440-42.0% |
| Participant deferral / active EE | $4,620 | $5,481-15.7% | $7,298-36.7% | $3,607+28.1% |
| Admin fee / account holder | $632 | $7,972-92.1% | $10,843-94.2% | $5,124-87.7% |