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 | $42,534 | $111,301-61.8% | $112,977-62.4% | $158,922-73.2% |
| Participation rate | 87.5% | 83.5%+4.0pp | 82.6%+4.9pp | 82.0%+5.5pp |
| Annual return | 9.81% | 26.40%-16.6pp | 24.24%-14.4pp | 302.83%-293.0pp |
| Employer contribution / active EE | $888 | $4,471-80.1% | $4,255-79.1% | $4,761-81.3% |
| Participant deferral / active EE | $2,510 | $5,880-57.3% | $5,836-57.0% | $5,982-58.0% |
| Admin fee / account holder | $5,505 | $8,392-34.4% | $6,294-12.5% | $11,246-51.1% |