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 | $47,259 | $65,561-27.9% | $86,188-45.2% | $75,163-37.1% |
| Participation rate | 95.7% | 60.5%+35.2pp | 69.0%+26.7pp | 67.2%+28.5pp |
| Annual return | -5.88% | 46.05%-51.9pp | 1168.45%-1174.3pp | 160.62%-166.5pp |
| Employer contribution / active EE | $1,242 | $1,553-20.0% | $2,380-47.8% | $2,670-53.5% |
| Participant deferral / active EE | $4,752 | $3,024+57.2% | $3,985+19.2% | $4,125+15.2% |
| Admin fee / account holder | $3,133 | $5,474-42.8% | $6,852-54.3% | $5,651-44.6% |