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 | $140,404 | $56,897+146.8% | $84,750+65.7% | $62,891+123.2% |
| Participation rate | 76.7% | 68.5%+8.2pp | 76.6%+0.1pp | 69.3%+7.4pp |
| Annual return | 7.08% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $7,298 | $2,400+204.1% | $3,574+104.2% | $2,281+220.0% |
| Participant deferral / active EE | $9,558 | $2,709+252.8% | $3,712+157.5% | $3,203+198.4% |
| Admin fee / account holder | $12,328 | $3,581+244.3% | $5,332+131.2% | $4,296+187.0% |