Filed February 21, 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.
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 | $36,584 | $153,772-76.2% | $133,980-72.7% | $273,961-86.6% |
| Participation rate | 81.0% | 88.4%-7.4pp | 87.1%-6.1pp | 83.0%-2.1pp |
| Annual return | 6.74% | 36.51%-29.8pp | 29.30%-22.6pp | 41.45%-34.7pp |
| Employer contribution / active EE | $183 | $6,029-97.0% | $5,211-96.5% | $4,869-96.2% |
| Participant deferral / active EE | $781 | $6,958-88.8% | $6,282-87.6% | $5,287-85.2% |
| Admin fee / account holder | $365 | $11,765-96.9% | $9,324-96.1% | $10,132-96.4% |