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 | $27,425 | $53,822-49.0% | $75,696-63.8% | $85,850-68.1% |
| Participation rate | 75.6% | 69.1%+6.5pp | 74.8%+0.8pp | 69.3%+6.3pp |
| Annual return | 15.14% | 24.54%-9.4pp | 104.53%-89.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,189 | $2,017+8.5% | $2,743-20.2% | $2,565-14.7% |
| Participant deferral / active EE | $2,726 | $2,895-5.9% | $3,821-28.7% | $3,952-31.0% |
| Admin fee / account holder | $731 | $3,343-78.1% | $3,619-79.8% | $6,260-88.3% |