Filed July 21, 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 | $173,727 | $94,529+83.8% | $140,016+24.1% | $64,186+170.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -8.50% | 7.77%-16.3pp | 651.12%-659.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $10,000 | $3,812+162.3% | $5,606+78.4% | $2,381+320.0% |
| Participant deferral / active EE | $1,957 | $5,250-62.7% | $6,927-71.7% | $3,470-43.6% |
| Admin fee / account holder | $15,549 | $6,741+130.7% | $10,705+45.2% | $4,888+218.1% |