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 | $89,954 | $116,875-23.0% | $146,762-38.7% | $116,875-23.0% |
| Participation rate | 97.7% | 74.5%+23.2pp | 81.7%+16.1pp | 74.5%+23.2pp |
| Annual return | 28.50% | 16.29%+12.2pp | -2.96%+31.5pp | 16.29%+12.2pp |
| Employer contribution / active EE | $3,024 | $3,288-8.0% | $3,453-12.4% | $3,288-8.0% |
| Participant deferral / active EE | $4,556 | $3,885+17.3% | $3,550+28.3% | $3,885+17.3% |
| Admin fee / account holder | $9,273 | $12,263-24.4% | $14,221-34.8% | $12,263-24.4% |