Filed October 24, 2006 (most recent of 3 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 | $215,228 | $48,076+347.7% | $78,689+173.5% | $62,891+242.2% |
| Participation rate | 96.3% | 65.2%+31.1pp | 73.6%+22.7pp | 69.3%+27.0pp |
| Annual return | 8.08% | 31.35%-23.3pp | 62.18%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $17,862 | $2,015+786.6% | $2,851+526.6% | $2,281+683.1% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,694 | $3,207+15.2% | $4,510-18.1% | $4,296-14.0% |