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 | $98,531 | $89,753+9.8% | $107,525-8.4% | $84,808+16.2% |
| Participation rate | 79.7% | 68.1%+11.6pp | 75.1%+4.6pp | 68.3%+11.4pp |
| Annual return | 14.29% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $645 | $3,113-79.3% | $3,754-82.8% | $2,631-75.5% |
| Participant deferral / active EE | $4,089 | $4,056+0.8% | $5,116-20.1% | $4,212-2.9% |
| Admin fee / account holder | $3,863 | $7,222-46.5% | $8,919-56.7% | $7,344-47.4% |