Filed July 12, 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.
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 | $63,501 | $100,041-36.5% | $149,718-57.6% | $70,131-9.5% |
| Participation rate | 96.9% | 83.6%+13.4pp | 87.1%+9.9pp | 69.5%+27.4pp |
| Annual return | 18.64% | 27.43%-8.8pp | 1501.63%-1483.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $236 | $3,662-93.6% | $5,445-95.7% | $2,342-89.9% |
| Participant deferral / active EE | $4,227 | $4,983-15.2% | $6,569-35.7% | $3,332+26.9% |
| Admin fee / account holder | $2,916 | $8,286-64.8% | $11,283-74.2% | $4,645-37.2% |