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 | $92,338 | $81,248+13.6% | $155,509-40.6% | $80,856+14.2% |
| Participation rate | 96.1% | 66.2%+29.8pp | 78.2%+17.9pp | 67.6%+28.4pp |
| Annual return | 12.47% | 33.31%-20.8pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,940 | $3,100+27.1% | $4,672-15.7% | $2,755+43.0% |
| Participant deferral / active EE | $6,070 | $3,452+75.9% | $5,626+7.9% | $4,296+41.3% |
| Admin fee / account holder | $4,368 | $7,997-45.4% | $15,912-72.5% | $6,918-36.9% |