Filed June 30, 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 | $146,009 | $171,865-15.0% | $149,718-2.5% | $147,584-1.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.71% | 2113.22%-2104.5pp | 1501.63%-1492.9pp | 578.55%-569.8pp |
| Employer contribution / active EE | $14,255 | $6,275+127.2% | $5,445+161.8% | $4,876+192.3% |
| Participant deferral / active EE | $5,614 | $7,271-22.8% | $6,569-14.5% | $5,439+3.2% |
| Admin fee / account holder | $94,647 | $13,799+585.9% | $11,283+738.9% | $10,885+769.5% |