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 | $185,239 | $214,378-13.6% | $200,582-7.6% | $142,382+30.1% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.9%+7.2pp | 80.1%+14.0pp |
| Annual return | 7.86% | 46.41%-38.5pp | 42.33%-34.5pp | 217.08%-209.2pp |
| Employer contribution / active EE | $16,159 | $6,841+136.2% | $6,419+151.7% | $4,299+275.9% |
| Participant deferral / active EE | $6,347 | $9,865-35.7% | $9,331-32.0% | $6,507-2.5% |
| Admin fee / account holder | $42,676 | $17,692+141.2% | $16,305+161.7% | $12,624+238.1% |