Filed May 13, 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.
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 | $77,075 | $185,822-58.5% | $169,993-54.7% | $139,434-44.7% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.8pp | 80.3%+13.4pp |
| Annual return | 16.07% | 60.50%-44.4pp | 53.37%-37.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,486 | $7,590-67.2% | $6,785-63.4% | $4,751-47.7% |
| Participant deferral / active EE | $1,909 | $11,622-83.6% | $10,408-81.7% | $6,710-71.5% |
| Admin fee / account holder | $6,244 | $15,381-59.4% | $12,815-51.3% | $11,403-45.2% |