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 | $77,667 | $54,229+43.2% | $70,092+10.8% | $68,494+13.4% |
| Participation rate | 97.3% | 64.5%+32.8pp | 70.5%+26.8pp | 67.9%+29.4pp |
| Annual return | -13.34% | -13.87%+0.5pp | 190.73%-204.1pp | -7.84%-5.5pp |
| Employer contribution / active EE | $3,621 | $2,018+79.4% | $2,559+41.5% | $2,596+39.5% |
| Participant deferral / active EE | $3,569 | $2,956+20.7% | $3,849-7.3% | $4,027-11.4% |
| Admin fee / account holder | $3,347 | $4,694-28.7% | $6,267-46.6% | $5,403-38.1% |