Filed April 6, 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.
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 | $47,823 | $125,758-62.0% | $169,993-71.9% | $75,163-36.4% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 9.22% | 27.20%-18.0pp | 53.37%-44.2pp | 160.62%-151.4pp |
| Employer contribution / active EE | $3,098 | $4,615-32.9% | $6,785-54.3% | $2,670+16.1% |
| Participant deferral / active EE | $2,425 | $6,837-64.5% | $10,408-76.7% | $4,125-41.2% |
| Admin fee / account holder | $13,257 | $8,173+62.2% | $12,815+3.4% | $5,651+134.6% |