Filed August 29, 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 9-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 | $31,723 | $71,802-55.8% | $133,980-76.3% | $57,658-45.0% |
| Participation rate | 81.5% | 85.5%-4.0pp | 87.1%-5.6pp | 70.2%+11.3pp |
| Annual return | 111.83% | 13.51%+98.3pp | 29.30%+82.5pp | 5.13%+106.7pp |
| Employer contribution / active EE | $1,751 | $3,161-44.6% | $5,211-66.4% | $1,974-11.3% |
| Participant deferral / active EE | $2,763 | $4,606-40.0% | $6,282-56.0% | $3,061-9.7% |
| Admin fee / account holder | $721 | $88+721.9% | $9,324-92.3% | $95+662.2% |