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 | $74,622 | $68,719+8.6% | $91,541-18.5% | $84,808-12.0% |
| Participation rate | 96.4% | 64.5%+31.9pp | 69.8%+26.6pp | 68.3%+28.1pp |
| Annual return | 10.20% | 19.12%-8.9pp | 20.50%-10.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $3,516 | $1,920+83.1% | $2,505+40.4% | $2,631+33.6% |
| Participant deferral / active EE | $4,552 | $3,136+45.2% | $4,008+13.6% | $4,212+8.1% |
| Admin fee / account holder | $4,675 | $5,786-19.2% | $6,956-32.8% | $7,344-36.3% |