Filed January 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 | $71,219 | $87,841-18.9% | $133,980-46.8% | $62,891+13.2% |
| Participation rate | 88.0% | 83.4%+4.6pp | 87.1%+0.9pp | 69.3%+18.7pp |
| Annual return | 5.20% | 12.05%-6.9pp | 29.30%-24.1pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,260 | $3,483-35.1% | $5,211-56.6% | $2,281-0.9% |
| Participant deferral / active EE | $2,410 | $4,812-49.9% | $6,282-61.6% | $3,203-24.8% |
| Admin fee / account holder | $3,351 | $5,371-37.6% | $9,324-64.1% | $4,296-22.0% |