Filed May 16, 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 | $95,903 | $77,899+23.1% | $149,673-35.9% | $75,163+27.6% |
| Participation rate | 78.3% | 65.6%+12.7pp | 78.8%-0.5pp | 67.2%+11.1pp |
| Annual return | 12.44% | 31.72%-19.3pp | 134.42%-122.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $3,867 | $3,137+23.3% | $4,818-19.7% | $2,670+44.9% |
| Participant deferral / active EE | $6,066 | $3,411+77.8% | $5,680+6.8% | $4,125+47.0% |
| Admin fee / account holder | $13,748 | $5,956+130.8% | $13,210+4.1% | $5,651+143.3% |