Filed September 7, 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 | $57,504 | $109,359-47.4% | $162,163-64.5% | $72,985-21.2% |
| Participation rate | 90.7% | 84.3%+6.4pp | 87.6%+3.1pp | 69.5%+21.2pp |
| Annual return | 18.72% | 25.46%-6.7pp | 115.59%-96.9pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,871 | $3,907-52.1% | $5,614-66.7% | $2,440-23.3% |
| Participant deferral / active EE | $2,321 | $5,481-57.7% | $7,298-68.2% | $3,607-35.7% |
| Admin fee / account holder | $1,113 | $7,972-86.0% | $10,843-89.7% | $5,124-78.3% |