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 | $93,237 | $148,978-37.4% | $200,582-53.5% | $84,808+9.9% |
| Participation rate | 97.3% | 84.2%+13.1pp | 86.9%+10.4pp | 68.3%+29.0pp |
| Annual return | 20.50% | 28.16%-7.7pp | 42.33%-21.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $788 | $4,815-83.6% | $6,419-87.7% | $2,631-70.1% |
| Participant deferral / active EE | $5,256 | $7,142-26.4% | $9,331-43.7% | $4,212+24.8% |
| Admin fee / account holder | $842 | $13,977-94.0% | $16,305-94.8% | $7,344-88.5% |