Filed July 21, 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 | $213,070 | $109,359+94.8% | $162,163+31.4% | $72,985+191.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.02% | 25.46%-3.4pp | 115.59%-93.6pp | 81.00%-59.0pp |
| Employer contribution / active EE | $10,544 | $3,907+169.9% | $5,614+87.8% | $2,440+332.2% |
| Participant deferral / active EE | $2,412 | $5,481-56.0% | $7,298-66.9% | $3,607-33.1% |
| Admin fee / account holder | $10,660 | $7,972+33.7% | $10,843-1.7% | $5,124+108.0% |