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 | $149,728 | $70,475+112.5% | $100,516+49.0% | $79,858+87.5% |
| Participation rate | 92.7% | 73.7%+19.0pp | 79.4%+13.3pp | 69.6%+23.1pp |
| Annual return | 11.17% | 21.90%-10.7pp | 30.89%-19.7pp | 31.71%-20.5pp |
| Employer contribution / active EE | $3,415 | $2,165+57.8% | $3,418-0.1% | $2,471+38.2% |
| Participant deferral / active EE | $418 | $5,181-91.9% | $6,270-93.3% | $3,740-88.8% |
| Admin fee / account holder | $14,687 | $4,478+227.9% | $8,081+81.7% | $5,306+176.8% |