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 | $104,815 | $197,591-47.0% | $177,821-41.1% | $158,922-34.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.18% | 58.76%-45.6pp | 48.32%-35.1pp | 302.83%-289.6pp |
| Employer contribution / active EE | $641 | $6,697-90.4% | $5,918-89.2% | $4,761-86.5% |
| Participant deferral / active EE | $3,626 | $8,405-56.9% | $7,714-53.0% | $5,982-39.4% |
| Admin fee / account holder | $55,851 | $15,399+262.7% | $12,427+349.4% | $11,246+396.6% |