Filed March 29, 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 7-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 | $18,375 | $100,754-81.8% | $86,677-78.8% | $134,475-86.3% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -59.55% | 29.04%-88.6pp | 35.91%-95.5pp | 417.96%-477.5pp |
| Employer contribution / active EE | $5,932 | $3,489+70.0% | $2,836+109.1% | $4,740+25.2% |
| Participant deferral / active EE | $11,617 | $5,338+117.6% | $4,656+149.5% | $6,400+81.5% |
| Admin fee / account holder | $3,997 | $10,926-63.4% | $7,493-46.7% | $11,426-65.0% |