Filed September 1, 2006 (most recent of 5 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 | $92,783 | $109,359-15.2% | $162,163-42.8% | $72,985+27.1% |
| Participation rate | 86.5% | 84.3%+2.3pp | 87.6%-1.0pp | 69.5%+17.1pp |
| Annual return | 25.74% | 25.46%+0.3pp | 115.59%-89.8pp | 81.00%-55.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,239 | $5,481+68.6% | $7,298+26.6% | $3,607+156.1% |
| Admin fee / account holder | $1,127 | $7,972-85.9% | $10,843-89.6% | $5,124-78.0% |