Filed January 23, 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 | $119,168 | $89,265+33.5% | $86,436+37.9% | - |
| Participation rate | 83.8% | 72.3%+11.5pp | 80.3%+3.5pp | - |
| Annual return | -17.23% | 5.21%-22.4pp | 4394.89%-4412.1pp | - |
| Employer contribution / active EE | $1,267 | $2,858-55.7% | $3,769-66.4% | - |
| Participant deferral / active EE | $8,214 | $6,641+23.7% | $6,952+18.2% | - |
| Admin fee / account holder | $15,535 | $4,433+250.4% | $6,731+130.8% | - |