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 | $127,799 | $123,793+3.2% | $177,821-28.1% | $79,858+60.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 19.56% | 22.82%-3.3pp | 48.32%-28.8pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,533 | $4,095-62.6% | $5,918-74.1% | $2,471-38.0% |
| Participant deferral / active EE | $5,823 | $5,956-2.2% | $7,714-24.5% | $3,740+55.7% |
| Admin fee / account holder | $4,150 | $7,243-42.7% | $12,427-66.6% | $5,306-21.8% |