Filed June 30, 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 | $46,402 | $123,793-62.5% | $177,821-73.9% | $79,858-41.9% |
| Participation rate | 76.2% | 84.7%-8.5pp | 87.7%-11.5pp | 69.6%+6.6pp |
| Annual return | 8.97% | 22.82%-13.9pp | 48.32%-39.4pp | 31.71%-22.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,118 | $5,956-64.4% | $7,714-72.5% | $3,740-43.4% |
| Admin fee / account holder | $1,407 | $7,243-80.6% | $12,427-88.7% | $5,306-73.5% |