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.
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 | $33,629 | $87,841-61.7% | $133,980-74.9% | $62,891-46.5% |
| Participation rate | 91.4% | 83.4%+8.0pp | 87.1%+4.3pp | 69.3%+22.1pp |
| Annual return | 6.94% | 12.05%-5.1pp | 29.30%-22.4pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,169 | $3,483-37.7% | $5,211-58.4% | $2,281-4.9% |
| Participant deferral / active EE | $2,245 | $4,812-53.3% | $6,282-64.3% | $3,203-29.9% |
| Admin fee / account holder | $347 | $5,371-93.5% | $9,324-96.3% | $4,296-91.9% |