Filed April 5, 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 | $47,187 | $87,841-46.3% | $133,980-64.8% | $62,891-25.0% |
| Participation rate | 88.2% | 83.4%+4.9pp | 87.1%+1.2pp | 69.3%+18.9pp |
| Annual return | 6.12% | 12.05%-5.9pp | 29.30%-23.2pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,456 | $3,483-58.2% | $5,211-72.1% | $2,281-36.2% |
| Participant deferral / active EE | $1,937 | $4,812-59.7% | $6,282-69.2% | $3,203-39.5% |
| Admin fee / account holder | $1,922 | $5,371-64.2% | $9,324-79.4% | $4,296-55.3% |