Filed August 25, 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 | $55,665 | $100,852-44.8% | $90,404-38.4% | $158,922-65.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.52% | 1724.20%-1716.7pp | 1293.02%-1285.5pp | 302.83%-295.3pp |
| Employer contribution / active EE | $3,101 | $3,689-15.9% | $3,262-4.9% | $4,761-34.9% |
| Participant deferral / active EE | $9,806 | $4,348+125.5% | $3,963+147.4% | $5,982+63.9% |
| Admin fee / account holder | $65,507 | $6,501+907.6% | $5,611+1067.5% | $11,246+482.5% |