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 | $46,208 | $138,347-66.6% | $184,203-74.9% | $80,856-42.9% |
| Participation rate | 84.1% | 83.9%+0.2pp | 86.8%-2.7pp | 67.6%+16.5pp |
| Annual return | 6.42% | 20.02%-13.6pp | 28.81%-22.4pp | 35.59%-29.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,937 | $7,071-72.6% | $9,131-78.8% | $4,296-54.9% |
| Admin fee / account holder | $6,529 | $10,483-37.7% | $13,901-53.0% | $6,918-5.6% |