Filed July 14, 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 | $51,319 | $202,318-74.6% | $172,739-70.3% | $152,861-66.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -0.70% | 1029.65%-1030.3pp | 802.84%-803.5pp | 345.32%-346.0pp |
| Employer contribution / active EE | $10,403 | $5,856+77.7% | $5,143+102.3% | $4,762+118.5% |
| Participant deferral / active EE | $7,951 | $5,948+33.7% | $5,198+53.0% | $5,850+35.9% |
| Admin fee / account holder | $34,700 | $17,109+102.8% | $13,954+148.7% | $11,596+199.2% |