Filed February 21, 2006 (most recent of 4 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,466 | $209,832-76.9% | $189,513-74.4% | $167,490-71.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.21% | 748.27%-732.1pp | 555.15%-538.9pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,260 | $6,914-81.8% | $6,162-79.5% | $4,837-73.9% |
| Participant deferral / active EE | $3,700 | $8,935-58.6% | $8,221-55.0% | $6,341-41.7% |
| Admin fee / account holder | $809 | $14,293-94.3% | $12,045-93.3% | $12,309-93.4% |