Filed July 12, 2006 (most recent of 5 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 | $82,325 | $214,378-61.6% | $200,582-59.0% | $142,382-42.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.48% | 46.41%-35.9pp | 42.33%-31.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $8,375 | $6,841+22.4% | $6,419+30.5% | $4,299+94.8% |
| Participant deferral / active EE | $5,295 | $9,865-46.3% | $9,331-43.3% | $6,507-18.6% |
| Admin fee / account holder | $399 | $17,692-97.7% | $16,305-97.6% | $12,624-96.8% |