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 | $224,387 | $80,968+177.1% | $96,544+132.4% | $75,163+198.5% |
| Participation rate | 92.1% | 71.8%+20.3pp | 76.0%+16.1pp | 67.2%+24.9pp |
| Annual return | 11.00% | 27.06%-16.1pp | 25.84%-14.8pp | 160.62%-149.6pp |
| Employer contribution / active EE | $2,030 | $2,282-11.0% | $2,965-31.5% | $2,670-24.0% |
| Participant deferral / active EE | $8,124 | $3,928+106.8% | $4,851+67.5% | $4,125+96.9% |
| Admin fee / account holder | $28,642 | $6,724+325.9% | $8,252+247.1% | $5,651+406.9% |