Filed June 22, 2006 (most recent of 4 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 4-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 | $122,007 | $65,409+86.5% | $98,442+23.9% | $85,850+42.1% |
| Participation rate | 91.6% | 65.0%+26.6pp | 73.3%+18.2pp | 69.3%+22.3pp |
| Annual return | 10.34% | 21.76%-11.4pp | 1492.73%-1482.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $3,861 | $2,168+78.1% | $2,960+30.4% | $2,565+50.5% |
| Participant deferral / active EE | $6,714 | $3,166+112.0% | $4,276+57.0% | $3,952+69.9% |
| Admin fee / account holder | $27,628 | $4,593+501.6% | $5,949+364.4% | $6,260+341.4% |