Filed August 9, 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 | $99,639 | $77,813+28.0% | $123,544-19.3% | $64,186+55.2% |
| Participation rate | 90.5% | 74.7%+15.8pp | 82.3%+8.2pp | 69.6%+20.9pp |
| Annual return | -4.53% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,560 | $3,014+18.1% | $4,628-23.1% | $2,381+49.5% |
| Participant deferral / active EE | $8,242 | $5,240+57.3% | $6,426+28.3% | $3,470+137.5% |
| Admin fee / account holder | $988 | $5,519-82.1% | $9,284-89.4% | $4,888-79.8% |