Filed April 6, 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 | $106,552 | $185,822-42.7% | $169,993-37.3% | $139,434-23.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.20% | 60.50%-50.3pp | 53.37%-43.2pp | 372.94%-362.7pp |
| Employer contribution / active EE | $11,380 | $7,590+49.9% | $6,785+67.7% | $4,751+139.5% |
| Participant deferral / active EE | $5,108 | $11,622-56.1% | $10,408-50.9% | $6,710-23.9% |
| Admin fee / account holder | $10,025 | $15,381-34.8% | $12,815-21.8% | $11,403-12.1% |