Filed July 12, 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 | $33,075 | $76,552-56.8% | $123,892-73.3% | $62,891-47.4% |
| Participation rate | 90.2% | 73.0%+17.2pp | 81.4%+8.8pp | 69.3%+20.9pp |
| Annual return | 6.49% | 18.68%-12.2pp | 47.52%-41.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,838 | $4,840-41.4% | $5,984-52.6% | $3,203-11.4% |
| Admin fee / account holder | $2,758 | $4,826-42.8% | $8,357-67.0% | $4,296-35.8% |