Filed June 28, 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 | $158,598 | $133,958+18.4% | $112,228+41.3% | $134,475+17.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -26.38% | 47.11%-73.5pp | 27.45%-53.8pp | 417.96%-444.3pp |
| Employer contribution / active EE | $13,244 | $4,038+228.0% | $3,635+264.4% | $4,740+179.4% |
| Participant deferral / active EE | $5,743 | $5,291+8.6% | $4,728+21.5% | $6,400-10.3% |
| Admin fee / account holder | $19,396 | $7,489+159.0% | $6,410+202.6% | $11,426+69.8% |