Filed June 14, 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.
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 | $26,891 | $60,349-55.4% | $74,183-63.8% | $62,891-57.2% |
| Participation rate | 78.1% | 72.7%+5.4pp | 76.6%+1.5pp | 69.3%+8.8pp |
| Annual return | 6.04% | 21.37%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $257 | $1,680-84.7% | $2,370-89.1% | $2,281-88.7% |
| Participant deferral / active EE | $2,083 | $2,856-27.1% | $3,550-41.3% | $3,203-35.0% |
| Admin fee / account holder | $1,420 | $4,261-66.7% | $5,586-74.6% | $4,296-67.0% |