Filed July 12, 2006 (most recent of 3 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.
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 | $50,104 | $138,347-63.8% | $184,203-72.8% | $80,856-38.0% |
| Participation rate | 94.0% | 83.9%+10.1pp | 86.8%+7.2pp | 67.6%+26.4pp |
| Annual return | 11.07% | 20.02%-8.9pp | 28.81%-17.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,466 | $4,850-69.8% | $6,427-77.2% | $2,755-46.8% |
| Participant deferral / active EE | $2,427 | $7,071-65.7% | $9,131-73.4% | $4,296-43.5% |
| Admin fee / account holder | $10,452 | $10,483-0.3% | $13,901-24.8% | $6,918+51.1% |