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 | $116,652 | $110,094+6.0% | $151,611-23.1% | $68,494+70.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 87.5%+5.4pp | 67.9%+25.0pp |
| Annual return | -14.51% | -10.12%-4.4pp | 3.33%-17.8pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,570 | $4,471-64.9% | $6,166-74.5% | $2,596-39.5% |
| Participant deferral / active EE | $5,321 | $6,527-18.5% | $8,363-36.4% | $4,027+32.1% |
| Admin fee / account holder | $12,078 | $7,719+56.5% | $11,616+4.0% | $5,403+123.6% |