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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,978 | $110,094-46.4% | $151,611-61.1% | $68,494-13.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.75% | -10.12%-10.6pp | 3.33%-24.1pp | -7.84%-12.9pp |
| Employer contribution / active EE | $60 | $4,471-98.7% | $6,166-99.0% | $2,596-97.7% |
| Participant deferral / active EE | $4,814 | $6,527-26.3% | $8,363-42.4% | $4,027+19.5% |
| Admin fee / account holder | $1,620 | $7,719-79.0% | $11,616-86.1% | $5,403-70.0% |