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 | $90,100 | $81,460+10.6% | $103,333-12.8% | $80,856+11.4% |
| Participation rate | 81.5% | 66.8%+14.7pp | 74.5%+7.0pp | 67.6%+13.9pp |
| Annual return | 10.92% | 25.55%-14.6pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $698 | $3,105-77.5% | $3,868-82.0% | $2,755-74.7% |
| Participant deferral / active EE | $4,132 | $3,869+6.8% | $5,057-18.3% | $4,296-3.8% |
| Admin fee / account holder | $6,096 | $6,566-7.2% | $8,355-27.0% | $6,918-11.9% |