Filed August 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 6-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 | $55,349 | $80,968-31.6% | $96,544-42.7% | $75,163-26.4% |
| Participation rate | 75.5% | 71.8%+3.7pp | 76.0%-0.5pp | 67.2%+8.3pp |
| Annual return | 11.71% | 27.06%-15.4pp | 25.84%-14.1pp | 160.62%-148.9pp |
| Employer contribution / active EE | $2,241 | $2,282-1.8% | $2,965-24.4% | $2,670-16.1% |
| Participant deferral / active EE | $4,368 | $3,928+11.2% | $4,851-10.0% | $4,125+5.9% |
| Admin fee / account holder | $5,430 | $6,724-19.3% | $8,252-34.2% | $5,651-3.9% |