Filed February 21, 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.)
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 | $30,660 | $183,963-83.3% | $162,163-81.1% | $152,861-79.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.72% | 150.76%-131.0pp | 115.59%-95.9pp | 345.32%-325.6pp |
| Employer contribution / active EE | $4,233 | $6,371-33.5% | $5,614-24.6% | $4,762-11.1% |
| Participant deferral / active EE | $989 | $8,034-87.7% | $7,298-86.4% | $5,850-83.1% |
| Admin fee / account holder | $4,012 | $13,121-69.4% | $10,843-63.0% | $11,596-65.4% |