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 | $64,108 | $209,832-69.4% | $189,513-66.2% | $167,490-61.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 9.24% | 748.27%-739.0pp | 555.15%-545.9pp | 478.56%-469.3pp |
| Employer contribution / active EE | $2,096 | $6,914-69.7% | $6,162-66.0% | $4,837-56.7% |
| Participant deferral / active EE | $2,096 | $8,935-76.5% | $8,221-74.5% | $6,341-66.9% |
| Admin fee / account holder | $11,331 | $14,293-20.7% | $12,045-5.9% | $12,309-7.9% |