Filed September 15, 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.
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 | $134,198 | $171,865-21.9% | $149,718-10.4% | $147,584-9.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.65% | 2113.22%-2092.6pp | 1501.63%-1481.0pp | 578.55%-557.9pp |
| Employer contribution / active EE | $714 | $6,275-88.6% | $5,445-86.9% | $4,876-85.4% |
| Participant deferral / active EE | $5,767 | $7,271-20.7% | $6,569-12.2% | $5,439+6.0% |
| Admin fee / account holder | $6,005 | $13,799-56.5% | $11,283-46.8% | $10,885-44.8% |