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 | $82,708 | $59,101+39.9% | $77,163+7.2% | $75,163+10.0% |
| Participation rate | 95.9% | 63.9%+32.1pp | 69.6%+26.4pp | 67.2%+28.8pp |
| Annual return | 8.49% | 26.71%-18.2pp | 37.87%-29.4pp | 160.62%-152.1pp |
| Employer contribution / active EE | $1,647 | $1,995-17.4% | $2,535-35.0% | $2,670-38.3% |
| Participant deferral / active EE | $3,720 | $2,999+24.0% | $3,833-3.0% | $4,125-9.8% |
| Admin fee / account holder | $5,894 | $4,774+23.5% | $5,472+7.7% | $5,651+4.3% |