Filed October 13, 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.
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 | $73,368 | $209,832-65.0% | $189,513-61.3% | $167,490-56.2% |
| Participation rate | 95.8% | 88.7%+7.2pp | 87.8%+8.0pp | 82.1%+13.7pp |
| Annual return | 13.53% | 748.27%-734.7pp | 555.15%-541.6pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,343 | $8,935-40.2% | $8,221-35.0% | $6,341-15.7% |
| Admin fee / account holder | $11,708 | $14,293-18.1% | $12,045-2.8% | $12,309-4.9% |