Filed October 13, 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 | $73,623 | $138,347-46.8% | $184,203-60.0% | $80,856-8.9% |
| Participation rate | 94.6% | 83.9%+10.7pp | 86.8%+7.8pp | 67.6%+27.0pp |
| Annual return | 17.30% | 20.02%-2.7pp | 28.81%-11.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $257 | $4,850-94.7% | $6,427-96.0% | $2,755-90.7% |
| Participant deferral / active EE | $4,690 | $7,071-33.7% | $9,131-48.6% | $4,296+9.2% |
| Admin fee / account holder | $2,302 | $10,483-78.0% | $13,901-83.4% | $6,918-66.7% |