Filed July 20, 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 | $61,504 | $63,764-3.5% | $81,930-24.9% | $79,858-23.0% |
| Participation rate | 94.1% | 67.5%+26.6pp | 72.0%+22.1pp | 69.6%+24.5pp |
| Annual return | 2.96% | 22.66%-19.7pp | 29.49%-26.5pp | 31.71%-28.8pp |
| Employer contribution / active EE | $1,808 | $1,795+0.7% | $4,310-58.1% | $2,471-26.8% |
| Participant deferral / active EE | $2,290 | $2,780-17.6% | $7,107-67.8% | $3,740-38.8% |
| Admin fee / account holder | $16,169 | $4,426+265.3% | $5,158+213.5% | $5,306+204.7% |