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 | $80,463 | $48,795+64.9% | $65,493+22.9% | $84,808-5.1% |
| Participation rate | 72.6% | 67.0%+5.6pp | 73.1%-0.5pp | 68.3%+4.3pp |
| Annual return | 8.88% | 20.20%-11.3pp | 982.45%-973.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $5,777 | $1,930+199.4% | $2,574+124.4% | $2,631+119.6% |
| Participant deferral / active EE | $1,656 | $2,928-43.5% | $3,961-58.2% | $4,212-60.7% |
| Admin fee / account holder | $13,383 | $3,877+245.2% | $5,028+166.2% | $7,344+82.2% |