Filed January 27, 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 | $73,231 | $80,968-9.6% | $96,544-24.1% | $75,163-2.6% |
| Participation rate | 91.1% | 71.8%+19.3pp | 76.0%+15.1pp | 67.2%+23.9pp |
| Annual return | 12.02% | 27.06%-15.0pp | 25.84%-13.8pp | 160.62%-148.6pp |
| Employer contribution / active EE | $487 | $2,282-78.6% | $2,965-83.6% | $2,670-81.8% |
| Participant deferral / active EE | $3,885 | $3,928-1.1% | $4,851-19.9% | $4,125-5.8% |
| Admin fee / account holder | $14,306 | $6,724+112.7% | $8,252+73.4% | $5,651+153.2% |