Filed May 13, 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 | $73,904 | $183,963-59.8% | $162,163-54.4% | $152,861-51.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.35% | 150.76%-130.4pp | 115.59%-95.2pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,109 | $6,371-66.9% | $5,614-62.4% | $4,762-55.7% |
| Participant deferral / active EE | $2,092 | $8,034-74.0% | $7,298-71.3% | $5,850-64.2% |
| Admin fee / account holder | $3,529 | $13,121-73.1% | $10,843-67.4% | $11,596-69.6% |