Filed August 4, 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.
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 | $38,482 | $171,865-77.6% | $149,718-74.3% | $147,584-73.9% |
| Participation rate | 90.5% | 88.2%+2.3pp | 87.1%+3.4pp | 82.8%+7.6pp |
| Annual return | 16.09% | 2113.22%-2097.1pp | 1501.63%-1485.5pp | 578.55%-562.5pp |
| Employer contribution / active EE | $736 | $6,275-88.3% | $5,445-86.5% | $4,876-84.9% |
| Participant deferral / active EE | $973 | $7,271-86.6% | $6,569-85.2% | $5,439-82.1% |
| Admin fee / account holder | $640 | $13,799-95.4% | $11,283-94.3% | $10,885-94.1% |