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 | $77,577 | $167,484-53.7% | $151,611-48.8% | $134,475-42.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.06% | 7.80%-26.9pp | 3.33%-22.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,740 | $6,829-59.9% | $6,166-55.6% | $4,740-42.2% |
| Participant deferral / active EE | $2,022 | $8,986-77.5% | $8,363-75.8% | $6,400-68.4% |
| Admin fee / account holder | $17,724 | $13,783+28.6% | $11,616+52.6% | $11,426+55.1% |