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 | $162,043 | $103,966+55.9% | $112,887+43.5% | $75,163+115.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 13.68% | 24.54%-10.9pp | 34.10%-20.4pp | 160.62%-146.9pp |
| Employer contribution / active EE | $7,142 | $3,870+84.5% | $4,563+56.5% | $2,670+167.5% |
| Participant deferral / active EE | $4,740 | $5,456-13.1% | $6,513-27.2% | $4,125+14.9% |
| Admin fee / account holder | $3,135 | $7,663-59.1% | $7,047-55.5% | $5,651-44.5% |