Filed September 20, 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 | $38,074 | $209,832-81.9% | $189,513-79.9% | $167,490-77.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 57.18% | 748.27%-691.1pp | 555.15%-498.0pp | 478.56%-421.4pp |
| Employer contribution / active EE | $999 | $6,914-85.6% | $6,162-83.8% | $4,837-79.4% |
| Participant deferral / active EE | $2,850 | $8,935-68.1% | $8,221-65.3% | $6,341-55.0% |
| Admin fee / account holder | $1,545 | $14,293-89.2% | $12,045-87.2% | $12,309-87.4% |