Filed July 21, 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 | $177,374 | $109,359+62.2% | $162,163+9.4% | $72,985+143.0% |
| Participation rate | 78.0% | 84.3%-6.3pp | 87.6%-9.6pp | 69.5%+8.5pp |
| Annual return | 16.32% | 25.46%-9.1pp | 115.59%-99.3pp | 81.00%-64.7pp |
| Employer contribution / active EE | $1,909 | $3,907-51.1% | $5,614-66.0% | $2,440-21.8% |
| Participant deferral / active EE | $4,260 | $5,481-22.3% | $7,298-41.6% | $3,607+18.1% |
| Admin fee / account holder | $9,412 | $7,972+18.1% | $10,843-13.2% | $5,124+83.7% |