Filed May 8, 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 | $90,327 | $125,758-28.2% | $169,993-46.9% | $75,163+20.2% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.0%+10.5pp | 67.2%+30.3pp |
| Annual return | 12.96% | 27.20%-14.2pp | 53.37%-40.4pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,109 | $4,615-54.3% | $6,785-68.9% | $2,670-21.0% |
| Participant deferral / active EE | $4,662 | $6,837-31.8% | $10,408-55.2% | $4,125+13.0% |
| Admin fee / account holder | $8,665 | $8,173+6.0% | $12,815-32.4% | $5,651+53.3% |