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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,325 | $185,822-62.2% | $169,993-58.6% | $139,434-49.6% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 13.29% | 60.50%-47.2pp | 53.37%-40.1pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,073 | $7,590-85.9% | $6,785-84.2% | $4,751-77.4% |
| Participant deferral / active EE | $2,298 | $11,622-80.2% | $10,408-77.9% | $6,710-65.7% |
| Admin fee / account holder | $1,117 | $15,381-92.7% | $12,815-91.3% | $11,403-90.2% |