Filed January 23, 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 | $37,566 | $73,004-48.5% | $90,749-58.6% | $68,494-45.2% |
| Participation rate | 96.9% | 70.8%+26.0pp | 75.7%+21.2pp | 67.9%+29.0pp |
| Annual return | -19.46% | -13.81%-5.6pp | -12.16%-7.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $3,386 | $2,193+54.4% | $2,921+15.9% | $2,596+30.4% |
| Participant deferral / active EE | $6,162 | $3,627+69.9% | $4,564+35.0% | $4,027+53.0% |
| Admin fee / account holder | $1,780 | $5,896-69.8% | $8,445-78.9% | $5,403-67.1% |