Filed July 14, 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 | $125,572 | $59,107+112.4% | $86,436+45.3% | $68,494+83.3% |
| Participation rate | 86.5% | 75.2%+11.2pp | 80.3%+6.2pp | 67.9%+18.6pp |
| Annual return | -15.25% | -0.23%-15.0pp | 4394.89%-4410.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,243 | $2,519+28.8% | $3,769-13.9% | $2,596+24.9% |
| Participant deferral / active EE | $263 | $5,901-95.5% | $6,952-96.2% | $4,027-93.5% |
| Admin fee / account holder | $10,244 | $5,637+81.7% | $6,731+52.2% | $5,403+89.6% |