Filed July 16, 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 | $92,748 | $125,758-26.2% | $169,993-45.4% | $75,163+23.4% |
| Participation rate | 75.9% | 83.6%-7.7pp | 87.0%-11.1pp | 67.2%+8.7pp |
| Annual return | 9.35% | 27.20%-17.8pp | 53.37%-44.0pp | 160.62%-151.3pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,192 | $6,837-9.4% | $10,408-40.5% | $4,125+50.1% |
| Admin fee / account holder | $354 | $8,173-95.7% | $12,815-97.2% | $5,651-93.7% |