Filed June 28, 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 | $188,033 | $106,515+76.5% | $96,683+94.5% | $139,434+34.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 36.31% | 38.43%-2.1pp | 35.69%+0.6pp | 372.94%-336.6pp |
| Employer contribution / active EE | $17,490 | $4,103+326.3% | $3,737+368.0% | $4,751+268.1% |
| Participant deferral / active EE | $12,430 | $5,454+127.9% | $4,878+154.8% | $6,710+85.2% |
| Admin fee / account holder | $113,449 | $7,877+1340.3% | $6,730+1585.8% | $11,403+894.9% |