Filed August 29, 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 | $83,226 | $100,041-16.8% | $149,718-44.4% | $70,131+18.7% |
| Participation rate | 75.0% | 83.6%-8.6pp | 87.1%-12.1pp | 69.5%+5.5pp |
| Annual return | 12.98% | 27.43%-14.5pp | 1501.63%-1488.7pp | 73.14%-60.2pp |
| Employer contribution / active EE | $2,401 | $3,662-34.4% | $5,445-55.9% | $2,342+2.5% |
| Participant deferral / active EE | $4,695 | $4,983-5.8% | $6,569-28.5% | $3,332+40.9% |
| Admin fee / account holder | $1,701 | $8,286-79.5% | $11,283-84.9% | $4,645-63.4% |