Filed May 8, 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 | $59,137 | $83,477-29.2% | $125,175-52.8% | $72,985-19.0% |
| Participation rate | 89.6% | 73.3%+16.3pp | 79.8%+9.8pp | 69.5%+20.1pp |
| Annual return | 5.50% | 25.78%-20.3pp | 43.79%-38.3pp | 81.00%-75.5pp |
| Employer contribution / active EE | $1,539 | $2,345-34.4% | $3,865-60.2% | $2,440-36.9% |
| Participant deferral / active EE | $3,806 | $3,585+6.2% | $4,937-22.9% | $3,607+5.5% |
| Admin fee / account holder | $2,836 | $5,517-48.6% | $9,702-70.8% | $5,124-44.6% |