Filed July 27, 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 | $215,718 | $202,318+6.6% | $172,739+24.9% | $152,861+41.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.47% | 1029.65%-1020.2pp | 802.84%-793.4pp | 345.32%-335.8pp |
| Employer contribution / active EE | $4,843 | $5,856-17.3% | $5,143-5.8% | $4,762+1.7% |
| Participant deferral / active EE | $3,145 | $5,948-47.1% | $5,198-39.5% | $5,850-46.2% |
| Admin fee / account holder | $1,076 | $17,109-93.7% | $13,954-92.3% | $11,596-90.7% |