Filed October 13, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,779 | $100,041-76.2% | $149,718-84.1% | $70,131-66.1% |
| Participation rate | 82.8% | 83.6%-0.8pp | 87.1%-4.3pp | 69.5%+13.2pp |
| Annual return | 11.85% | 27.43%-15.6pp | 1501.63%-1489.8pp | 73.14%-61.3pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,184 | $4,983-36.1% | $6,569-51.5% | $3,332-4.4% |
| Admin fee / account holder | $6,412 | $8,286-22.6% | $11,283-43.2% | $4,645+38.0% |