Filed February 27, 2006 (most recent of 3 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 | $179,292 | $60,124+198.2% | $90,404+98.3% | $79,858+124.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 6.16% | 71.94%-65.8pp | 1293.02%-1286.9pp | 31.71%-25.6pp |
| Employer contribution / active EE | $6,531 | $2,068+215.8% | $3,262+100.2% | $2,471+164.3% |
| Participant deferral / active EE | $6,283 | $2,938+113.8% | $3,963+58.5% | $3,740+68.0% |
| Admin fee / account holder | $5,368 | $3,976+35.0% | $5,611-4.3% | $5,306+1.2% |