Filed April 5, 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 7-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.
Participant 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 | $59,390 | $138,347-57.1% | $184,203-67.8% | $80,856-26.5% |
| Participation rate | 98.6% | 83.9%+14.7pp | 86.8%+11.8pp | 67.6%+31.0pp |
| Annual return | 34.93% | 20.02%+14.9pp | 28.81%+6.1pp | 35.59%-0.7pp |
| Employer contribution / active EE | $3,880 | $4,850-20.0% | $6,427-39.6% | $2,755+40.9% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,374 | $10,483-77.4% | $13,901-82.9% | $6,918-65.7% |