Filed May 8, 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.
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 | $247,500 | $102,317+141.9% | $146,958+68.4% | $80,856+206.1% |
| Participation rate | 70.3% | 75.8%-5.6pp | 82.2%-11.9pp | 67.6%+2.6pp |
| Annual return | 15.93% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $169 | $3,713-95.5% | $4,933-96.6% | $2,755-93.9% |
| Participant deferral / active EE | $6,779 | $6,644+2.0% | $8,070-16.0% | $4,296+57.8% |
| Admin fee / account holder | $40,963 | $7,941+415.8% | $12,998+215.1% | $6,918+492.1% |