Filed August 4, 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 | $157,279 | $88,370+78.0% | $112,977+39.2% | $79,858+96.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 10.85% | 23.16%-12.3pp | 24.24%-13.4pp | 31.71%-20.9pp |
| Employer contribution / active EE | $6,739 | $3,398+98.3% | $4,255+58.4% | $2,471+172.8% |
| Participant deferral / active EE | $3,906 | $4,536-13.9% | $5,836-33.1% | $3,740+4.4% |
| Admin fee / account holder | $13,850 | $5,750+140.9% | $6,294+120.1% | $5,306+161.0% |