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 | $69,663 | $64,480+8.0% | $81,382-14.4% | $80,856-13.8% |
| Participation rate | 97.5% | 63.9%+33.6pp | 69.5%+28.0pp | 67.6%+29.9pp |
| Annual return | 10.20% | 16.34%-6.1pp | 24.73%-14.5pp | 35.59%-25.4pp |
| Employer contribution / active EE | $3,263 | $1,978+64.9% | $2,463+32.5% | $2,755+18.4% |
| Participant deferral / active EE | $4,199 | $3,094+35.7% | $3,883+8.1% | $4,296-2.3% |
| Admin fee / account holder | $20,403 | $5,671+259.8% | $5,768+253.7% | $6,918+194.9% |