Filed July 18, 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 | $46,261 | $40,256+14.9% | $57,343-19.3% | $59,632-22.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.55% | 27.49%-26.9pp | 24.39%-23.8pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $5,149 | $1,922+167.9% | $2,689+91.5% | $2,203+133.8% |
| Participant deferral / active EE | $3,475 | $2,399+44.8% | $3,162+9.9% | $3,192+8.9% |
| Admin fee / account holder | $347 | $2,818-87.7% | $3,356-89.7% | $4,297-91.9% |