Filed April 6, 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 | $61,942 | $137,414-54.9% | $189,513-67.3% | $85,850-27.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.50% | 38.14%-25.6pp | 555.15%-542.7pp | 318.53%-306.0pp |
| Employer contribution / active EE | $3,672 | $4,344-15.5% | $6,162-40.4% | $2,565+43.1% |
| Participant deferral / active EE | $2,558 | $6,260-59.1% | $8,221-68.9% | $3,952-35.3% |
| Admin fee / account holder | $2,976 | $8,630-65.5% | $12,045-75.3% | $6,260-52.5% |