Filed February 21, 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.
Participant 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 | $45,227 | $209,832-78.4% | $189,513-76.1% | $167,490-73.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.30% | 748.27%-735.0pp | 555.15%-541.8pp | 478.56%-465.3pp |
| Employer contribution / active EE | $3,211 | $6,914-53.6% | $6,162-47.9% | $4,837-33.6% |
| Participant deferral / active EE | $1,170 | $8,935-86.9% | $8,221-85.8% | $6,341-81.5% |
| Admin fee / account holder | $8,672 | $14,293-39.3% | $12,045-28.0% | $12,309-29.5% |