Filed October 27, 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 | $133,580 | $57,354+132.9% | $83,848+59.3% | $64,186+108.1% |
| Participation rate | 88.9% | 68.6%+20.3pp | 76.1%+12.7pp | 69.6%+19.3pp |
| Annual return | -7.61% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $7,396 | $2,545+190.6% | $3,631+103.7% | $2,381+210.7% |
| Participant deferral / active EE | $7,356 | $2,993+145.8% | $4,082+80.2% | $3,470+112.0% |
| Admin fee / account holder | $6,780 | $4,046+67.6% | $5,478+23.8% | $4,888+38.7% |