Filed July 20, 2006 (most recent of 4 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 7-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 | $70,296 | $100,041-29.7% | $149,718-53.0% | $70,131+0.2% |
| Participation rate | 88.6% | 83.6%+5.0pp | 87.1%+1.6pp | 69.5%+19.1pp |
| Annual return | 28.33% | 27.43%+0.9pp | 1501.63%-1473.3pp | 73.14%-44.8pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $15,377 | $4,983+208.6% | $6,569+134.1% | $3,332+361.5% |
| Admin fee / account holder | $13,888 | $8,286+67.6% | $11,283+23.1% | $4,645+199.0% |