Filed July 20, 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 7-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 | $60,998 | $76,552-20.3% | $123,892-50.8% | $62,891-3.0% |
| Participation rate | 87.8% | 73.0%+14.8pp | 81.4%+6.4pp | 69.3%+18.5pp |
| Annual return | 5.19% | 18.68%-13.5pp | 47.52%-42.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $12,099 | $2,883+319.7% | $4,617+162.1% | $2,281+430.5% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,356 | $4,826-71.9% | $8,357-83.8% | $4,296-68.4% |