Filed January 25, 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 | $94,133 | $123,793-24.0% | $177,821-47.1% | $79,858+17.9% |
| Participation rate | 95.6% | 84.7%+10.9pp | 87.7%+7.8pp | 69.6%+25.9pp |
| Annual return | 9.82% | 22.82%-13.0pp | 48.32%-38.5pp | 31.71%-21.9pp |
| Employer contribution / active EE | $1,662 | $4,095-59.4% | $5,918-71.9% | $2,471-32.7% |
| Participant deferral / active EE | $3,994 | $5,956-32.9% | $7,714-48.2% | $3,740+6.8% |
| Admin fee / account holder | $4,798 | $7,243-33.7% | $12,427-61.4% | $5,306-9.6% |