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 | $232,347 | $111,754+107.9% | $103,333+124.9% | $145,922+59.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.19% | 24.77%-7.6pp | 24.88%-7.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $27,121 | $4,212+543.8% | $3,868+601.2% | $4,660+482.1% |
| Participant deferral / active EE | $10,737 | $5,619+91.1% | $5,057+112.3% | $6,688+60.6% |
| Admin fee / account holder | $17,624 | $9,750+80.8% | $8,355+110.9% | $13,397+31.6% |