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 | $242,089 | $109,881+120.3% | $150,045+61.3% | $84,808+185.5% |
| Participation rate | 82.9% | 76.1%+6.8pp | 82.3%+0.5pp | 68.3%+14.5pp |
| Annual return | 15.67% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $200 | $3,561-94.4% | $4,693-95.7% | $2,631-92.4% |
| Participant deferral / active EE | $6,934 | $6,636+4.5% | $7,997-13.3% | $4,212+64.6% |
| Admin fee / account holder | $34,893 | $8,568+307.2% | $13,435+159.7% | $7,344+375.1% |