Filed May 16, 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 | $42,990 | $84,233-49.0% | $170,442-74.8% | $70,131-38.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.98% | 23.06%-6.1pp | 205.93%-188.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $3,084 | $3,387-9.0% | $5,433-43.2% | $2,342+31.6% |
| Participant deferral / active EE | $4,837 | $3,086+56.7% | $4,939-2.1% | $3,332+45.2% |
| Admin fee / account holder | $7,012 | $5,698+23.1% | $13,880-49.5% | $4,645+51.0% |