Filed July 14, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,606 | $63,355+112.5% | $91,989+46.3% | $72,985+84.4% |
| Participation rate | 97.9% | 72.5%+25.4pp | 78.6%+19.2pp | 69.5%+28.4pp |
| Annual return | 18.21% | 35.35%-17.1pp | 69.02%-50.8pp | 81.00%-62.8pp |
| Employer contribution / active EE | $2,806 | $2,116+32.6% | $3,452-18.7% | $2,440+15.0% |
| Participant deferral / active EE | $114 | $4,883-97.7% | $5,923-98.1% | $3,607-96.8% |
| Admin fee / account holder | $8,951 | $4,668+91.8% | $7,743+15.6% | $5,124+74.7% |