Filed August 29, 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.
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 | $69,665 | $87,841-20.7% | $133,980-48.0% | $62,891+10.8% |
| Participation rate | 88.9% | 83.4%+5.5pp | 87.1%+1.8pp | 69.3%+19.6pp |
| Annual return | 6.75% | 12.05%-5.3pp | 29.30%-22.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $939 | $3,483-73.1% | $5,211-82.0% | $2,281-58.9% |
| Participant deferral / active EE | $4,431 | $4,812-7.9% | $6,282-29.5% | $3,203+38.3% |
| Admin fee / account holder | $529 | $5,371-90.2% | $9,324-94.3% | $4,296-87.7% |