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 | $236,976 | $57,281+313.7% | $86,612+173.6% | $75,163+215.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 11.04% | 2670.75%-2659.7pp | 591.07%-580.0pp | 160.62%-149.6pp |
| Employer contribution / active EE | $7,622 | $2,314+229.3% | $3,022+152.2% | $2,670+185.5% |
| Participant deferral / active EE | $7,207 | $3,318+117.2% | $4,438+62.4% | $4,125+74.7% |
| Admin fee / account holder | $3,420 | $4,112-16.8% | $5,614-39.1% | $5,651-39.5% |