Filed May 18, 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.
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 | $65,068 | $138,347-53.0% | $184,203-64.7% | $80,856-19.5% |
| Participation rate | 94.6% | 83.9%+10.8pp | 86.8%+7.8pp | 67.6%+27.0pp |
| Annual return | 22.43% | 20.02%+2.4pp | 28.81%-6.4pp | 35.59%-13.2pp |
| Employer contribution / active EE | $1,480 | $4,850-69.5% | $6,427-77.0% | $2,755-46.3% |
| Participant deferral / active EE | $3,081 | $7,071-56.4% | $9,131-66.3% | $4,296-28.3% |
| Admin fee / account holder | $7,239 | $10,483-30.9% | $13,901-47.9% | $6,918+4.6% |