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 | $60,303 | $58,208+3.6% | $81,812-26.3% | $80,856-25.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.45% | 41.66%-26.2pp | 773.79%-758.3pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,788 | $2,340+61.9% | $2,912+30.1% | $2,755+37.5% |
| Participant deferral / active EE | $7,489 | $3,281+128.3% | $4,319+73.4% | $4,296+74.3% |
| Admin fee / account holder | $12,526 | $4,981+151.5% | $7,386+69.6% | $6,918+81.1% |