Filed September 7, 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 | $68,689 | $123,793-44.5% | $177,821-61.4% | $79,858-14.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.42% | 22.82%-12.4pp | 48.32%-37.9pp | 31.71%-21.3pp |
| Employer contribution / active EE | $2,549 | $4,095-37.8% | $5,918-56.9% | $2,471+3.2% |
| Participant deferral / active EE | $3,132 | $5,956-47.4% | $7,714-59.4% | $3,740-16.2% |
| Admin fee / account holder | $3,098 | $7,243-57.2% | $12,427-75.1% | $5,306-41.6% |