Filed August 10, 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 | $46,420 | $87,841-47.2% | $133,980-65.4% | $62,891-26.2% |
| Participation rate | 71.8% | 83.4%-11.6pp | 87.1%-15.3pp | 69.3%+2.5pp |
| Annual return | 5.70% | 12.05%-6.4pp | 29.30%-23.6pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,668 | $3,483-52.1% | $5,211-68.0% | $2,281-26.9% |
| Participant deferral / active EE | $4,332 | $4,812-10.0% | $6,282-31.0% | $3,203+35.2% |
| Admin fee / account holder | $6,910 | $5,371+28.7% | $9,324-25.9% | $4,296+60.9% |