Filed September 6, 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 | $51,972 | $183,963-71.7% | $162,163-68.0% | $152,861-66.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.33% | 150.76%-129.4pp | 115.59%-94.3pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,217 | $6,371-80.9% | $5,614-78.3% | $4,762-74.4% |
| Participant deferral / active EE | $3,569 | $8,034-55.6% | $7,298-51.1% | $5,850-39.0% |
| Admin fee / account holder | $1,701 | $13,121-87.0% | $10,843-84.3% | $11,596-85.3% |