Filed January 6, 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 | $82,618 | $71,883+14.9% | $86,677-4.7% | $68,494+20.6% |
| Participation rate | 90.0% | 72.2%+17.8pp | 76.6%+13.4pp | 67.9%+22.1pp |
| Annual return | -22.15% | 3.52%-25.7pp | 35.91%-58.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $3,601 | $2,173+65.7% | $2,836+27.0% | $2,596+38.7% |
| Participant deferral / active EE | $4,646 | $3,779+22.9% | $4,656-0.2% | $4,027+15.4% |
| Admin fee / account holder | $19,282 | $6,112+215.5% | $7,493+157.3% | $5,403+256.9% |