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 | $77,590 | $125,758-38.3% | $169,993-54.4% | $75,163+3.2% |
| Participation rate | 95.3% | 83.6%+11.7pp | 87.0%+8.3pp | 67.2%+28.1pp |
| Annual return | 17.78% | 27.20%-9.4pp | 53.37%-35.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $3,193 | $4,615-30.8% | $6,785-52.9% | $2,670+19.6% |
| Participant deferral / active EE | $1,528 | $6,837-77.7% | $10,408-85.3% | $4,125-63.0% |
| Admin fee / account holder | $6,188 | $8,173-24.3% | $12,815-51.7% | $5,651+9.5% |