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 | $68,541 | $209,832-67.3% | $189,513-63.8% | $167,490-59.1% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 11.72% | 748.27%-736.6pp | 555.15%-543.4pp | 478.56%-466.8pp |
| Employer contribution / active EE | $724 | $6,914-89.5% | $6,162-88.3% | $4,837-85.0% |
| Participant deferral / active EE | $3,665 | $8,935-59.0% | $8,221-55.4% | $6,341-42.2% |
| Admin fee / account holder | $6,374 | $14,293-55.4% | $12,045-47.1% | $12,309-48.2% |