Filed May 18, 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 | $96,131 | $84,695+13.5% | $73,843+30.2% | $125,391-23.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.51% | 3123.53%-3126.0pp | 2267.84%-2270.3pp | 282.22%-284.7pp |
| Employer contribution / active EE | $7,202 | $3,123+130.6% | $2,787+158.4% | $4,866+48.0% |
| Participant deferral / active EE | $7,243 | $3,992+81.4% | $3,583+102.1% | $5,352+35.3% |
| Admin fee / account holder | $515 | $5,691-91.0% | $4,880-89.4% | $9,540-94.6% |