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 | $50,667 | $148,978-66.0% | $200,582-74.7% | $84,808-40.3% |
| Participation rate | 86.4% | 84.2%+2.1pp | 86.9%-0.5pp | 68.3%+18.1pp |
| Annual return | 13.14% | 28.16%-15.0pp | 42.33%-29.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,140 | $4,815-34.8% | $6,419-51.1% | $2,631+19.4% |
| Participant deferral / active EE | $2,325 | $7,142-67.4% | $9,331-75.1% | $4,212-44.8% |
| Admin fee / account holder | $3,378 | $13,977-75.8% | $16,305-79.3% | $7,344-54.0% |