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 | $82,671 | $138,347-40.2% | $184,203-55.1% | $80,856+2.2% |
| Participation rate | 94.4% | 83.9%+10.6pp | 86.8%+7.6pp | 67.6%+26.8pp |
| Annual return | 15.66% | 20.02%-4.4pp | 28.81%-13.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,067 | $4,850-36.8% | $6,427-52.3% | $2,755+11.3% |
| Participant deferral / active EE | $1,627 | $7,071-77.0% | $9,131-82.2% | $4,296-62.1% |
| Admin fee / account holder | $5,421 | $10,483-48.3% | $13,901-61.0% | $6,918-21.6% |