Filed January 6, 2006 (most recent of 3 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 | $97,400 | $138,347-29.6% | $184,203-47.1% | $80,856+20.5% |
| Participation rate | 83.7% | 83.9%-0.2pp | 86.8%-3.1pp | 67.6%+16.1pp |
| Annual return | 11.81% | 20.02%-8.2pp | 28.81%-17.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,483 | $4,850-69.4% | $6,427-76.9% | $2,755-46.2% |
| Participant deferral / active EE | $5,709 | $7,071-19.3% | $9,131-37.5% | $4,296+32.9% |
| Admin fee / account holder | $8,163 | $10,483-22.1% | $13,901-41.3% | $6,918+18.0% |