Filed July 20, 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 | $78,209 | $69,515+12.5% | $86,874-10.0% | $85,850-8.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 20.97% | 20.12%+0.8pp | 63.52%-42.6pp | 318.53%-297.6pp |
| Employer contribution / active EE | $3,094 | $1,880+64.5% | $2,495+24.0% | $2,565+20.6% |
| Participant deferral / active EE | $3,431 | $2,919+17.6% | $3,699-7.2% | $3,952-13.2% |
| Admin fee / account holder | $3,284 | $5,972-45.0% | $5,828-43.7% | $6,260-47.5% |