Filed July 25, 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.
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 | $204,106 | $76,552+166.6% | $123,892+64.7% | $62,891+224.5% |
| Participation rate | 90.9% | 73.0%+17.9pp | 81.4%+9.5pp | 69.3%+21.6pp |
| Annual return | -1.83% | 18.68%-20.5pp | 47.52%-49.3pp | 20.14%-22.0pp |
| Employer contribution / active EE | $2,888 | $2,883+0.2% | $4,617-37.4% | $2,281+26.6% |
| Participant deferral / active EE | $10,860 | $4,840+124.4% | $5,984+81.5% | $3,203+239.1% |
| Admin fee / account holder | $4,113 | $4,826-14.8% | $8,357-50.8% | $4,296-4.2% |