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 | $185,039 | $137,414+34.7% | $189,513-2.4% | $85,850+115.5% |
| Participation rate | 70.0% | 84.6%-14.6pp | 87.8%-17.8pp | 69.3%+0.7pp |
| Annual return | 13.41% | 38.14%-24.7pp | 555.15%-541.7pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,966 | $4,344-54.7% | $6,162-68.1% | $2,565-23.4% |
| Participant deferral / active EE | $3,984 | $6,260-36.4% | $8,221-51.5% | $3,952+0.8% |
| Admin fee / account holder | $3,542 | $8,630-59.0% | $12,045-70.6% | $6,260-43.4% |