Filed January 31, 2006 (most recent of 7 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 | $109,264 | $131,829-17.1% | $108,579+0.6% | $273,961-60.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.85% | -91.57%+93.4pp | -51.70%+53.5pp | 41.45%-39.6pp |
| Employer contribution / active EE | $9,235 | $4,912+88.0% | $3,758+145.7% | $4,869+89.7% |
| Participant deferral / active EE | $3,738 | $5,127-27.1% | $4,311-13.3% | $5,287-29.3% |
| Admin fee / account holder | $8,506 | $10,252-17.0% | $7,645+11.3% | $10,132-16.0% |