Filed July 27, 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 | $15,348 | $45,073-65.9% | $69,455-77.9% | $72,985-79.0% |
| Participation rate | 87.5% | 68.5%+19.0pp | 74.6%+12.9pp | 69.5%+18.0pp |
| Annual return | 18.30% | 22.65%-4.3pp | 28.97%-10.7pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,902 | $2,054-7.4% | $2,779-31.5% | $2,440-22.0% |
| Participant deferral / active EE | $2,404 | $2,602-7.6% | $3,535-32.0% | $3,607-33.4% |
| Admin fee / account holder | $1,429 | $3,056-53.2% | $3,839-62.8% | $5,124-72.1% |