Filed July 20, 2006 (most recent of 4 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 | $42,033 | $82,032-48.8% | $123,104-65.9% | $59,632-29.5% |
| Participation rate | 87.3% | 83.2%+4.1pp | 86.8%+0.5pp | 68.7%+18.6pp |
| Annual return | 0.95% | 5.12%-4.2pp | 13.22%-12.3pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $2,141 | $3,297-35.1% | $5,151-58.4% | $2,203-2.8% |
| Participant deferral / active EE | $4,054 | $4,667-13.1% | $6,230-34.9% | $3,192+27.0% |
| Admin fee / account holder | $4,732 | $5,881-19.5% | $9,015-47.5% | $4,297+10.1% |