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 | $103,049 | $99,020+4.1% | $86,590+19.0% | $147,584-30.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.40% | 1312.34%-1293.9pp | 964.84%-946.4pp | 578.55%-560.2pp |
| Employer contribution / active EE | $7,739 | $3,132+147.1% | $2,839+172.6% | $4,876+58.7% |
| Participant deferral / active EE | $8,447 | $3,972+112.7% | $3,609+134.1% | $5,439+55.3% |
| Admin fee / account holder | $1,928 | $5,710-66.2% | $4,906-60.7% | $10,885-82.3% |