Filed January 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 | $112,156 | $167,484-33.0% | $151,611-26.0% | $134,475-16.6% |
| Participation rate | 84.2% | 88.4%-4.2pp | 87.5%-3.3pp | 81.2%+3.0pp |
| Annual return | -14.72% | 7.80%-22.5pp | 3.33%-18.0pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,253 | $6,829-67.0% | $6,166-63.5% | $4,740-52.5% |
| Participant deferral / active EE | $2,941 | $8,986-67.3% | $8,363-64.8% | $6,400-54.0% |
| Admin fee / account holder | $694 | $13,783-95.0% | $11,616-94.0% | $11,426-93.9% |