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 | $114,063 | $125,758-9.3% | $169,993-32.9% | $75,163+51.8% |
| Participation rate | 90.3% | 83.6%+6.7pp | 87.0%+3.3pp | 67.2%+23.1pp |
| Annual return | 13.62% | 27.20%-13.6pp | 53.37%-39.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,528 | $4,615-66.9% | $6,785-77.5% | $2,670-42.8% |
| Participant deferral / active EE | $4,968 | $6,837-27.3% | $10,408-52.3% | $4,125+20.4% |
| Admin fee / account holder | $21,208 | $8,173+159.5% | $12,815+65.5% | $5,651+275.3% |