Filed July 31, 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 | $49,850 | $110,094-54.7% | $151,611-67.1% | $68,494-27.2% |
| Participation rate | 93.7% | 84.0%+9.7pp | 87.5%+6.2pp | 67.9%+25.8pp |
| Annual return | -16.67% | -10.12%-6.5pp | 3.33%-20.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,376 | $4,471-69.2% | $6,166-77.7% | $2,596-47.0% |
| Participant deferral / active EE | $3,781 | $6,527-42.1% | $8,363-54.8% | $4,027-6.1% |
| Admin fee / account holder | $1,481 | $7,719-80.8% | $11,616-87.3% | $5,403-72.6% |