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 | $138,264 | $63,346+118.3% | $92,233+49.9% | $70,131+97.2% |
| Participation rate | 89.4% | 68.7%+20.7pp | 76.5%+12.9pp | 69.5%+19.9pp |
| Annual return | 18.92% | 530.12%-511.2pp | 176.28%-157.4pp | 73.14%-54.2pp |
| Employer contribution / active EE | $7,678 | $2,471+210.7% | $3,679+108.7% | $2,342+227.8% |
| Participant deferral / active EE | $11,279 | $2,854+295.2% | $3,897+189.5% | $3,332+238.5% |
| Admin fee / account holder | $2,086 | $3,840-45.7% | $5,194-59.8% | $4,645-55.1% |