Filed February 21, 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 | $145,815 | $71,883+102.9% | $86,677+68.2% | $68,494+112.9% |
| Participation rate | 95.0% | 72.2%+22.8pp | 76.6%+18.4pp | 67.9%+27.1pp |
| Annual return | -20.62% | 3.52%-24.1pp | 35.91%-56.5pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,995 | $2,173-8.2% | $2,836-29.7% | $2,596-23.2% |
| Participant deferral / active EE | $7,103 | $3,779+88.0% | $4,656+52.6% | $4,027+76.4% |
| Admin fee / account holder | $10,091 | $6,112+65.1% | $7,493+34.7% | $5,403+86.8% |