Filed September 13, 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 | $63,866 | $57,065+11.9% | $75,670-15.6% | $70,131-8.9% |
| Participation rate | 77.4% | 68.1%+9.3pp | 72.3%+5.0pp | 69.5%+7.8pp |
| Annual return | 10.24% | 23.57%-13.3pp | 27.34%-17.1pp | 73.14%-62.9pp |
| Employer contribution / active EE | $4,717 | $1,817+159.7% | $2,352+100.6% | $2,342+101.4% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,240 | $3,825-67.6% | $5,800-78.6% | $4,645-73.3% |