Filed January 25, 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.
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 | $91,366 | $132,049-30.8% | $200,582-54.4% | $74,304+23.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 14.41% | 22.22%-7.8pp | 42.33%-27.9pp | 29.43%-15.0pp |
| Employer contribution / active EE | $7,324 | $4,558+60.7% | $6,419+14.1% | $2,241+226.8% |
| Participant deferral / active EE | $3,893 | $7,213-46.0% | $9,331-58.3% | $3,767+3.3% |
| Admin fee / account holder | $8,316 | $2,405+245.8% | $16,305-49.0% | $2,969+180.1% |