Filed June 16, 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 | $126,078 | $138,385-8.9% | $184,200-31.6% | $80,874+55.9% |
| Participation rate | 84.8% | 83.9%+1.0pp | 86.8%-2.0pp | 67.6%+17.2pp |
| Annual return | 9.22% | 20.02%-10.8pp | 28.80%-19.6pp | 35.62%-26.4pp |
| Employer contribution / active EE | $3,955 | $4,849-18.5% | $6,424-38.4% | $2,756+43.5% |
| Participant deferral / active EE | $8,064 | $7,073+14.0% | $9,132-11.7% | $4,297+87.7% |
| Admin fee / account holder | $21,764 | $10,483+107.6% | $13,907+56.5% | $6,935+213.8% |