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 | $49,836 | $39,122+27.4% | $57,179-12.8% | $62,891-20.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 8.32% | 9.23%-0.9pp | 14.59%-6.3pp | 20.14%-11.8pp |
| Employer contribution / active EE | $5,248 | $1,874+180.0% | $2,682+95.6% | $2,281+130.1% |
| Participant deferral / active EE | $4,376 | $2,374+84.3% | $3,096+41.3% | $3,203+36.6% |
| Admin fee / account holder | $914 | $2,592-64.8% | $3,139-70.9% | $4,296-78.7% |