Filed August 2, 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 | $80,658 | $137,414-41.3% | $189,513-57.4% | $85,850-6.0% |
| Participation rate | 87.1% | 84.6%+2.5pp | 87.8%-0.7pp | 69.3%+17.8pp |
| Annual return | 16.37% | 38.14%-21.8pp | 555.15%-538.8pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,798 | $4,344-35.6% | $6,162-54.6% | $2,565+9.1% |
| Participant deferral / active EE | $1,563 | $6,260-75.0% | $8,221-81.0% | $3,952-60.4% |
| Admin fee / account holder | $2,765 | $8,630-68.0% | $12,045-77.0% | $6,260-55.8% |