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 | $107,788 | $214,378-49.7% | $200,582-46.3% | $142,382-24.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.52% | 46.41%-35.9pp | 42.33%-31.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $8,657 | $6,841+26.5% | $6,419+34.9% | $4,299+101.4% |
| Participant deferral / active EE | $3,918 | $9,865-60.3% | $9,331-58.0% | $6,507-39.8% |
| Admin fee / account holder | $5,344 | $17,692-69.8% | $16,305-67.2% | $12,624-57.7% |