Filed June 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 | $39,431 | $100,041-60.6% | $149,718-73.7% | $70,131-43.8% |
| Participation rate | 92.6% | 83.6%+9.1pp | 87.1%+5.6pp | 69.5%+23.1pp |
| Annual return | 9.17% | 27.43%-18.3pp | 1501.63%-1492.5pp | 73.14%-64.0pp |
| Employer contribution / active EE | $2,647 | $3,662-27.7% | $5,445-51.4% | $2,342+13.0% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,183 | $8,286-61.6% | $11,283-71.8% | $4,645-31.5% |