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 | $157,847 | $98,463+60.3% | $119,258+32.4% | $85,850+83.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 10.07% | 38.53%-28.5pp | 30.69%-20.6pp | 318.53%-308.5pp |
| Employer contribution / active EE | $6,934 | $3,698+87.5% | $4,384+58.2% | $2,565+170.3% |
| Participant deferral / active EE | $4,133 | $4,942-16.4% | $6,111-32.4% | $3,952+4.6% |
| Admin fee / account holder | $9,308 | $7,493+24.2% | $7,226+28.8% | $6,260+48.7% |