Filed July 15, 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 | $227,116 | $86,286+163.2% | $111,297+104.1% | $85,850+164.6% |
| Participation rate | 98.8% | 73.3%+25.5pp | 77.3%+21.5pp | 69.3%+29.5pp |
| Annual return | 10.63% | 19.99%-9.4pp | 54.65%-44.0pp | 318.53%-307.9pp |
| Employer contribution / active EE | $2,111 | $2,043+3.3% | $2,731-22.7% | $2,565-17.7% |
| Participant deferral / active EE | $5,050 | $3,641+38.7% | $4,487+12.5% | $3,952+27.8% |
| Admin fee / account holder | $13,412 | $8,188+63.8% | $7,964+68.4% | $6,260+114.3% |