Filed January 6, 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 | $35,828 | $96,965-63.1% | $97,995-63.4% | $147,584-75.7% |
| Participation rate | 77.8% | 83.6%-5.8pp | 82.4%-4.6pp | 82.8%-5.1pp |
| Annual return | 13.04% | 24.11%-11.1pp | 23.94%-10.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $962 | $4,536-78.8% | $4,158-76.9% | $4,876-80.3% |
| Participant deferral / active EE | $2,800 | $5,081-44.9% | $5,097-45.1% | $5,439-48.5% |
| Admin fee / account holder | $1,395 | $8,120-82.8% | $5,943-76.5% | $10,885-87.2% |