Filed August 31, 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 | $89,827 | $48,046+87.0% | $84,611+6.2% | $72,985+23.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 17.71% | 37.38%-19.7pp | 258.74%-241.0pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,505 | $1,602-6.1% | $2,652-43.3% | $2,440-38.3% |
| Participant deferral / active EE | $3,136 | $2,680+17.0% | $3,899-19.6% | $3,607-13.1% |
| Admin fee / account holder | $1,650 | $3,395-51.4% | $4,912-66.4% | $5,124-67.8% |