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 | $128,204 | $68,346+87.6% | $94,646+35.5% | $75,163+70.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 13.76% | 616.93%-603.2pp | 156.71%-142.9pp | 160.62%-146.9pp |
| Employer contribution / active EE | $3,212 | $2,701+18.9% | $3,672-12.5% | $2,670+20.3% |
| Participant deferral / active EE | $935 | $6,537-85.7% | $7,418-87.4% | $4,125-77.3% |
| Admin fee / account holder | $4,399 | $5,326-17.4% | $7,231-39.2% | $5,651-22.2% |