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 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 | $59,526 | $183,963-67.6% | $162,163-63.3% | $152,861-61.1% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.6%-10.6pp | 82.4%-5.5pp |
| Annual return | 15.07% | 150.76%-135.7pp | 115.59%-100.5pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,901 | $6,371-70.2% | $5,614-66.1% | $4,762-60.1% |
| Participant deferral / active EE | $1,901 | $8,034-76.3% | $7,298-73.9% | $5,850-67.5% |
| Admin fee / account holder | $34,146 | $13,121+160.2% | $10,843+214.9% | $11,596+194.5% |