Filed October 4, 2006
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 8-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.
Employer 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 | $98,587 | $57,281+72.1% | $86,612+13.8% | $75,163+31.2% |
| Participation rate | 77.3% | 63.2%+14.1pp | 71.7%+5.6pp | 67.2%+10.1pp |
| Annual return | 10.09% | 2670.75%-2660.7pp | 591.07%-581.0pp | 160.62%-150.5pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,497 | $3,318+5.4% | $4,438-21.2% | $4,125-15.2% |
| Admin fee / account holder | $21,575 | $4,112+424.7% | $5,614+284.3% | $5,651+281.8% |