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 | $124,589 | $138,347-9.9% | $184,203-32.4% | $80,856+54.1% |
| Participation rate | 94.2% | 83.9%+10.3pp | 86.8%+7.4pp | 67.6%+26.6pp |
| Annual return | 15.94% | 20.02%-4.1pp | 28.81%-12.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,644 | $4,850-66.1% | $6,427-74.4% | $2,755-40.3% |
| Participant deferral / active EE | $5,331 | $7,071-24.6% | $9,131-41.6% | $4,296+24.1% |
| Admin fee / account holder | $14,083 | $10,483+34.3% | $13,901+1.3% | $6,918+103.6% |