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 | $82,257 | $73,867+11.4% | $143,757-42.8% | $68,494+20.1% |
| Participation rate | 95.0% | 66.7%+28.3pp | 80.3%+14.7pp | 67.9%+27.1pp |
| Annual return | -9.42% | 1.01%-10.4pp | -0.04%-9.4pp | -7.84%-1.6pp |
| Employer contribution / active EE | $4,138 | $3,184+30.0% | $4,951-16.4% | $2,596+59.4% |
| Participant deferral / active EE | $8,463 | $3,384+150.1% | $5,637+50.1% | $4,027+110.2% |
| Admin fee / account holder | $2,808 | $5,755-51.2% | $14,673-80.9% | $5,403-48.0% |