Filed September 6, 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 | $49,162 | $167,484-70.6% | $151,611-67.6% | $134,475-63.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -14.00% | 7.80%-21.8pp | 3.33%-17.3pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,768 | $6,829-74.1% | $6,166-71.3% | $4,740-62.7% |
| Participant deferral / active EE | $1,875 | $8,986-79.1% | $8,363-77.6% | $6,400-70.7% |
| Admin fee / account holder | $1,112 | $13,783-91.9% | $11,616-90.4% | $11,426-90.3% |