Filed October 10, 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 | $179,586 | $69,977+156.6% | $108,579+65.4% | $62,891+185.6% |
| Participation rate | 95.3% | 72.9%+22.5pp | 79.6%+15.8pp | 69.3%+26.0pp |
| Annual return | 0.36% | 10.73%-10.4pp | -51.70%+52.1pp | 20.14%-19.8pp |
| Employer contribution / active EE | $1,369 | $2,135-35.9% | $3,758-63.6% | $2,281-40.0% |
| Participant deferral / active EE | $3,509 | $3,165+10.9% | $4,311-18.6% | $3,203+9.6% |
| Admin fee / account holder | $30,926 | $5,076+509.2% | $7,645+304.5% | $4,296+619.9% |