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 | $129,549 | $183,963-29.6% | $162,163-20.1% | $152,861-15.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.49% | 150.76%-127.3pp | 115.59%-92.1pp | 345.32%-321.8pp |
| Employer contribution / active EE | $624 | $6,371-90.2% | $5,614-88.9% | $4,762-86.9% |
| Participant deferral / active EE | $4,309 | $8,034-46.4% | $7,298-41.0% | $5,850-26.3% |
| Admin fee / account holder | $2,089 | $13,121-84.1% | $10,843-80.7% | $11,596-82.0% |