Filed June 30, 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.
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 | $39,286 | $109,359-64.1% | $162,163-75.8% | $72,985-46.2% |
| Participation rate | 83.7% | 84.3%-0.5pp | 87.6%-3.8pp | 69.5%+14.2pp |
| Annual return | 17.96% | 25.46%-7.5pp | 115.59%-97.6pp | 81.00%-63.0pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,036 | $5,481-62.8% | $7,298-72.1% | $3,607-43.6% |
| Admin fee / account holder | $4,636 | $7,972-41.8% | $10,843-57.2% | $5,124-9.5% |