Filed January 27, 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 | $13,826 | $77,899-82.3% | $149,673-90.8% | $75,163-81.6% |
| Participation rate | 91.8% | 65.6%+26.2pp | 78.8%+13.0pp | 67.2%+24.6pp |
| Annual return | 12.60% | 31.72%-19.1pp | 134.42%-121.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,582 | $3,137-49.6% | $4,818-67.2% | $2,670-40.8% |
| Participant deferral / active EE | $2,051 | $3,411-39.9% | $5,680-63.9% | $4,125-50.3% |
| Admin fee / account holder | $2,109 | $5,956-64.6% | $13,210-84.0% | $5,651-62.7% |