Filed June 22, 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 | $200,505 | $112,096+78.9% | $95,952+109.0% | $158,922+26.2% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | -1.83% | 171.09%-172.9pp | 91.61%-93.4pp | 302.83%-304.7pp |
| Employer contribution / active EE | $6,293 | $3,198+96.8% | $2,541+147.7% | $4,761+32.2% |
| Participant deferral / active EE | $7,408 | $4,784+54.9% | $4,167+77.8% | $5,982+23.8% |
| Admin fee / account holder | $1,240 | $10,130-87.8% | $6,795-81.7% | $11,246-89.0% |