Filed July 12, 2006 (most recent of 3 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.
Participant 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 | $72,580 | $110,094-34.1% | $151,611-52.1% | $68,494+6.0% |
| Participation rate | 73.8% | 84.0%-10.2pp | 87.5%-13.7pp | 67.9%+5.9pp |
| Annual return | -14.99% | -10.12%-4.9pp | 3.33%-18.3pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,775 | $4,471-37.9% | $6,166-55.0% | $2,596+6.9% |
| Participant deferral / active EE | $1,978 | $6,527-69.7% | $8,363-76.3% | $4,027-50.9% |
| Admin fee / account holder | $12,384 | $7,719+60.4% | $11,616+6.6% | $5,403+129.2% |