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 | $121,814 | $123,793-1.6% | $177,821-31.5% | $79,858+52.5% |
| Participation rate | 94.3% | 84.7%+9.6pp | 87.7%+6.6pp | 69.6%+24.7pp |
| Annual return | 15.17% | 22.82%-7.7pp | 48.32%-33.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,468 | $4,095-64.2% | $5,918-75.2% | $2,471-40.6% |
| Participant deferral / active EE | $5,153 | $5,956-13.5% | $7,714-33.2% | $3,740+37.8% |
| Admin fee / account holder | $1,654 | $7,243-77.2% | $12,427-86.7% | $5,306-68.8% |