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 | $24,446 | $80,717-69.7% | $154,803-84.2% | $84,808-71.2% |
| Participation rate | 77.6% | 66.8%+10.8pp | 78.1%-0.5pp | 68.3%+9.3pp |
| Annual return | 12.48% | 37.96%-25.5pp | 58.88%-46.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,903 | $3,303-42.4% | $5,540-65.6% | $4,212-54.8% |
| Admin fee / account holder | $5,826 | $6,746-13.6% | $14,329-59.3% | $7,344-20.7% |