Filed July 18, 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 | $75,387 | $73,933+2.0% | $96,683-22.0% | $75,163+0.3% |
| Participation rate | 79.4% | 66.4%+13.0pp | 74.3%+5.1pp | 67.2%+12.2pp |
| Annual return | 15.43% | 26.70%-11.3pp | 35.69%-20.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $292 | $2,928-90.0% | $3,737-92.2% | $2,670-89.1% |
| Participant deferral / active EE | $3,936 | $3,659+7.6% | $4,878-19.3% | $4,125-4.6% |
| Admin fee / account holder | $5,035 | $5,216-3.5% | $6,730-25.2% | $5,651-10.9% |