Filed January 10, 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.
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 | $50,093 | $209,832-76.1% | $189,513-73.6% | $167,490-70.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.07% | 748.27%-737.2pp | 555.15%-544.1pp | 478.56%-467.5pp |
| Employer contribution / active EE | $5,118 | $6,914-26.0% | $6,162-16.9% | $4,837+5.8% |
| Participant deferral / active EE | $2,494 | $8,935-72.1% | $8,221-69.7% | $6,341-60.7% |
| Admin fee / account holder | $389 | $14,293-97.3% | $12,045-96.8% | $12,309-96.8% |