Filed July 29, 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.
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 | $126,627 | $171,865-26.3% | $149,718-15.4% | $147,584-14.2% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 5.94% | 2113.22%-2107.3pp | 1501.63%-1495.7pp | 578.55%-572.6pp |
| Employer contribution / active EE | $235 | $6,275-96.3% | $5,445-95.7% | $4,876-95.2% |
| Participant deferral / active EE | $3,492 | $7,271-52.0% | $6,569-46.8% | $5,439-35.8% |
| Admin fee / account holder | $11,964 | $13,799-13.3% | $11,283+6.0% | $10,885+9.9% |