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 | $155,618 | $110,094+41.3% | $151,611+2.6% | $68,494+127.2% |
| Participation rate | 80.8% | 84.0%-3.2pp | 87.5%-6.7pp | 67.9%+12.9pp |
| Annual return | -11.25% | -10.12%-1.1pp | 3.33%-14.6pp | -7.84%-3.4pp |
| Employer contribution / active EE | $2,630 | $4,471-41.2% | $6,166-57.3% | $2,596+1.3% |
| Participant deferral / active EE | $5,538 | $6,527-15.2% | $8,363-33.8% | $4,027+37.5% |
| Admin fee / account holder | $8,476 | $7,719+9.8% | $11,616-27.0% | $5,403+56.9% |