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 | $170,823 | $89,698+90.4% | $103,476+65.1% | $80,856+111.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 10.97% | 22.78%-11.8pp | 23.90%-12.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $9,011 | $4,018+124.3% | $4,672+92.9% | $2,755+227.1% |
| Participant deferral / active EE | $6,315 | $5,456+15.7% | $6,623-4.7% | $4,296+47.0% |
| Admin fee / account holder | $7,862 | $6,768+16.2% | $9,413-16.5% | $6,918+13.6% |