Filed June 28, 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 | $239,421 | $94,529+153.3% | $140,016+71.0% | $64,186+273.0% |
| Participation rate | 96.4% | 84.1%+12.3pp | 87.5%+8.9pp | 69.6%+26.9pp |
| Annual return | -7.95% | 7.77%-15.7pp | 651.12%-659.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $5,985 | $3,812+57.0% | $5,606+6.8% | $2,381+151.4% |
| Participant deferral / active EE | $16,634 | $5,250+216.8% | $6,927+140.1% | $3,470+379.4% |
| Admin fee / account holder | $7,733 | $6,741+14.7% | $10,705-27.8% | $4,888+58.2% |