Filed August 29, 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 | $69,482 | $138,347-49.8% | $184,203-62.3% | $80,856-14.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.62% | 20.02%-9.4pp | 28.81%-18.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $3,976 | $4,850-18.0% | $6,427-38.1% | $2,755+44.3% |
| Participant deferral / active EE | $4,019 | $7,071-43.2% | $9,131-56.0% | $4,296-6.4% |
| Admin fee / account holder | $13,455 | $10,483+28.3% | $13,901-3.2% | $6,918+94.5% |