Filed September 4, 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 | $84,348 | $46,553+81.2% | $64,056+31.7% | $75,163+12.2% |
| Participation rate | 72.9% | 65.9%+7.0pp | 72.3%+0.6pp | 67.2%+5.7pp |
| Annual return | 9.24% | 26.03%-16.8pp | 33.69%-24.4pp | 160.62%-151.4pp |
| Employer contribution / active EE | $15,109 | $1,974+665.5% | $2,747+450.1% | $2,670+465.9% |
| Participant deferral / active EE | $1,220 | $2,837-57.0% | $3,880-68.6% | $4,125-70.4% |
| Admin fee / account holder | $4,188 | $2,952+41.9% | $3,068+36.5% | $5,651-25.9% |