Filed May 20, 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 | $234,240 | $138,065+69.7% | $123,544+89.6% | $135,375+73.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 0.05% | 153.68%-153.6pp | 119.20%-119.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $8,051 | $5,151+56.3% | $4,628+74.0% | $4,779+68.5% |
| Participant deferral / active EE | $7,704 | $6,799+13.3% | $6,426+19.9% | $5,609+37.4% |
| Admin fee / account holder | $238,406 | $10,916+2084.0% | $9,284+2468.0% | $10,827+2102.0% |