Filed June 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.
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 | $35,816 | $82,032-56.3% | $123,104-70.9% | $59,632-39.9% |
| Participation rate | 95.5% | 83.2%+12.3pp | 86.8%+8.7pp | 68.7%+26.9pp |
| Annual return | 4.72% | 5.12%-0.4pp | 13.22%-8.5pp | 2041.28%-2036.6pp |
| Employer contribution / active EE | $843 | $3,297-74.4% | $5,151-83.6% | $2,203-61.7% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,350 | $5,881-43.0% | $9,015-62.8% | $4,297-22.0% |