Filed May 8, 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 | $83,499 | $99,341-15.9% | $84,750-1.5% | $273,961-69.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.06% | 22.93%-20.9pp | 22.78%-20.7pp | 41.45%-39.4pp |
| Employer contribution / active EE | $2,205 | $4,214-47.7% | $3,574-38.3% | $4,869-54.7% |
| Participant deferral / active EE | $3,812 | $4,269-10.7% | $3,712+2.7% | $5,287-27.9% |
| Admin fee / account holder | $3,594 | $6,644-45.9% | $5,332-32.6% | $10,132-64.5% |