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 | $137,320 | $137,414-0.1% | $189,513-27.5% | $85,850+60.0% |
| Participation rate | 95.7% | 84.6%+11.1pp | 87.8%+7.9pp | 69.3%+26.4pp |
| Annual return | 12.75% | 38.14%-25.4pp | 555.15%-542.4pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,509 | $4,344-65.3% | $6,162-75.5% | $2,565-41.2% |
| Participant deferral / active EE | $5,053 | $6,260-19.3% | $8,221-38.5% | $3,952+27.9% |
| Admin fee / account holder | $624 | $8,630-92.8% | $12,045-94.8% | $6,260-90.0% |