Filed August 2, 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 | $65,884 | $123,793-46.8% | $177,821-62.9% | $79,858-17.5% |
| Participation rate | 98.9% | 84.7%+14.2pp | 87.7%+11.2pp | 69.6%+29.3pp |
| Annual return | 19.16% | 22.82%-3.7pp | 48.32%-29.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,927 | $4,095-28.5% | $5,918-50.5% | $2,471+18.5% |
| Participant deferral / active EE | $1,609 | $5,956-73.0% | $7,714-79.1% | $3,740-57.0% |
| Admin fee / account holder | $1,365 | $7,243-81.2% | $12,427-89.0% | $5,306-74.3% |