Filed May 8, 2006 (most recent of 4 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 | $207,797 | $72,492+186.6% | $87,100+138.6% | $72,985+184.7% |
| Participation rate | 95.1% | 72.8%+22.3pp | 76.9%+18.3pp | 69.5%+25.6pp |
| Annual return | 4.31% | 24.46%-20.1pp | 28.19%-23.9pp | 81.00%-76.7pp |
| Employer contribution / active EE | $2,076 | $1,894+9.6% | $2,521-17.7% | $2,440-14.9% |
| Participant deferral / active EE | $6,896 | $3,270+110.9% | $4,049+70.3% | $3,607+91.2% |
| Admin fee / account holder | $3,288 | $5,055-34.9% | $7,497-56.1% | $5,124-35.8% |