Filed January 27, 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 | $95,250 | $95,803-0.6% | $113,168-15.8% | $84,808+12.3% |
| Participation rate | 97.6% | 72.9%+24.7pp | 76.6%+21.0pp | 68.3%+29.2pp |
| Annual return | 12.67% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $629 | $2,360-73.3% | $2,975-78.8% | $2,631-76.1% |
| Participant deferral / active EE | $5,536 | $4,242+30.5% | $5,107+8.4% | $4,212+31.4% |
| Admin fee / account holder | $6,809 | $8,989-24.3% | $12,068-43.6% | $7,344-7.3% |