Filed September 20, 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 | $87,522 | $159,602-45.2% | $150,045-41.7% | $142,382-38.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.51% | 70.24%-60.7pp | 62.55%-53.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $6,048 | $4,961+21.9% | $4,693+28.9% | $4,299+40.7% |
| Participant deferral / active EE | $6,420 | $8,310-22.7% | $7,997-19.7% | $6,507-1.3% |
| Admin fee / account holder | $621,945 | $14,846+4089.2% | $13,435+4529.4% | $12,624+4826.8% |