Filed June 17, 2006 (most recent of 6 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 | $137,736 | $52,681+161.5% | $75,781+81.8% | $59,632+131.0% |
| Participation rate | 81.4% | 67.2%+14.1pp | 75.8%+5.5pp | 68.7%+12.7pp |
| Annual return | 9.70% | 2.95%+6.7pp | 9.68%0pp | 2041.28%-2031.6pp |
| Employer contribution / active EE | $4,480 | $2,193+104.2% | $3,323+34.8% | $2,203+103.4% |
| Participant deferral / active EE | $11,627 | $2,591+348.8% | $3,651+218.4% | $3,192+264.3% |
| Admin fee / account holder | $9,886 | $3,610+173.9% | $5,299+86.6% | $4,297+130.1% |