Filed May 8, 2006 (most recent of 3 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 | $187,574 | $93,571+100.5% | $135,903+38.0% | $75,163+149.6% |
| Participation rate | 92.1% | 75.2%+16.9pp | 81.9%+10.2pp | 67.2%+24.9pp |
| Annual return | 18.48% | 30.90%-12.4pp | 68.23%-49.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $197 | $3,537-94.4% | $4,856-95.9% | $2,670-92.6% |
| Participant deferral / active EE | $7,824 | $6,404+22.2% | $7,758+0.9% | $4,125+89.7% |
| Admin fee / account holder | $34,841 | $6,975+399.5% | $10,762+223.7% | $5,651+516.6% |