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 | $235,832 | $201,272+17.2% | $184,203+28.0% | $145,922+61.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 7.48% | 29.00%-21.5pp | 28.81%-21.3pp | 561.29%-553.8pp |
| Employer contribution / active EE | $14,170 | $7,022+101.8% | $6,427+120.5% | $4,660+204.1% |
| Participant deferral / active EE | $6,769 | $9,806-31.0% | $9,131-25.9% | $6,688+1.2% |
| Admin fee / account holder | $9,268 | $16,364-43.4% | $13,901-33.3% | $13,397-30.8% |