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 | $96,537 | $138,347-30.2% | $184,203-47.6% | $80,856+19.4% |
| Participation rate | 86.7% | 83.9%+2.8pp | 86.8%-0.2pp | 67.6%+19.0pp |
| Annual return | 8.62% | 20.02%-11.4pp | 28.81%-20.2pp | 35.59%-27.0pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,085 | $7,071+0.2% | $9,131-22.4% | $4,296+64.9% |
| Admin fee / account holder | $1,120 | $10,483-89.3% | $13,901-91.9% | $6,918-83.8% |