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 | $86,313 | $148,978-42.1% | $200,582-57.0% | $84,808+1.8% |
| Participation rate | 92.6% | 84.2%+8.4pp | 86.9%+5.7pp | 68.3%+24.3pp |
| Annual return | 18.13% | 28.16%-10.0pp | 42.33%-24.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,527 | $4,815-68.3% | $6,419-76.2% | $2,631-42.0% |
| Participant deferral / active EE | $4,068 | $7,142-43.0% | $9,331-56.4% | $4,212-3.4% |
| Admin fee / account holder | $3,478 | $13,977-75.1% | $16,305-78.7% | $7,344-52.6% |