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 | $221,592 | $185,822+19.2% | $169,993+30.4% | $139,434+58.9% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 9.86% | 60.50%-50.6pp | 53.37%-43.5pp | 372.94%-363.1pp |
| Employer contribution / active EE | $18,704 | $7,590+146.4% | $6,785+175.7% | $4,751+293.7% |
| Participant deferral / active EE | $9,645 | $11,622-17.0% | $10,408-7.3% | $6,710+43.7% |
| Admin fee / account holder | $29,256 | $15,381+90.2% | $12,815+128.3% | $11,403+156.6% |