Filed October 24, 2006 (most recent of 5 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 | $107,927 | $94,529+14.2% | $140,016-22.9% | $64,186+68.1% |
| Participation rate | 97.1% | 84.1%+13.0pp | 87.5%+9.6pp | 69.6%+27.5pp |
| Annual return | -5.17% | 7.77%-12.9pp | 651.12%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,772 | $3,812+25.2% | $5,606-14.9% | $2,381+100.4% |
| Participant deferral / active EE | $5,913 | $5,250+12.6% | $6,927-14.6% | $3,470+70.4% |
| Admin fee / account holder | $3,626 | $6,741-46.2% | $10,705-66.1% | $4,888-25.8% |