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 | $54,811 | $91,552-40.1% | $133,956-59.1% | $79,858-31.4% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | -12.16% | 61.85%-74.0pp | 45.09%-57.2pp | 31.71%-43.9pp |
| Employer contribution / active EE | $1,712 | $2,384-28.2% | $3,919-56.3% | $2,471-30.7% |
| Participant deferral / active EE | $4,634 | $3,733+24.1% | $5,048-8.2% | $3,740+23.9% |
| Admin fee / account holder | $2,144 | $6,321-66.1% | $8,927-76.0% | $5,306-59.6% |