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 | $163,082 | $98,750+65.1% | $149,696+8.9% | $79,858+104.2% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.5%+5.6pp | 69.6%+18.5pp |
| Annual return | 21.27% | 27.43%-6.2pp | 276.60%-255.3pp | 31.71%-10.4pp |
| Employer contribution / active EE | $4,756 | $3,216+47.9% | $4,644+2.4% | $2,471+92.5% |
| Participant deferral / active EE | $7,678 | $5,680+35.2% | $6,842+12.2% | $3,740+105.3% |
| Admin fee / account holder | $1,855 | $6,053-69.3% | $9,309-80.1% | $5,306-65.0% |