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 | $90,814 | $52,279+73.7% | $89,391+1.6% | $79,858+13.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 10.01% | 22.16%-12.2pp | 245.62%-235.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $682 | $1,572-56.6% | $2,586-73.6% | $2,471-72.4% |
| Participant deferral / active EE | $2,538 | $2,740-7.4% | $3,890-34.7% | $3,740-32.1% |
| Admin fee / account holder | $13,226 | $3,356+294.1% | $4,881+171.0% | $5,306+149.3% |