Filed July 21, 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 | $138,751 | $94,529+46.8% | $140,016-0.9% | $64,186+116.2% |
| Participation rate | 84.9% | 84.1%+0.8pp | 87.5%-2.6pp | 69.6%+15.3pp |
| Annual return | -6.72% | 7.77%-14.5pp | 651.12%-657.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,898 | $3,812-50.2% | $5,606-66.1% | $2,381-20.3% |
| Participant deferral / active EE | $3,893 | $5,250-25.9% | $6,927-43.8% | $3,470+12.2% |
| Admin fee / account holder | $10,068 | $6,741+49.4% | $10,705-6.0% | $4,888+106.0% |