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 | $190,884 | $138,347+38.0% | $184,203+3.6% | $80,856+136.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.6%+12.4pp |
| Annual return | 9.94% | 20.02%-10.1pp | 28.81%-18.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $3,013 | $4,850-37.9% | $6,427-53.1% | $2,755+9.4% |
| Participant deferral / active EE | $6,216 | $7,071-12.1% | $9,131-31.9% | $4,296+44.7% |
| Admin fee / account holder | $7,575 | $10,483-27.7% | $13,901-45.5% | $6,918+9.5% |