Filed January 19, 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 | $103,730 | $110,094-5.8% | $151,611-31.6% | $68,494+51.4% |
| Participation rate | 93.5% | 84.0%+9.6pp | 87.5%+6.1pp | 67.9%+25.7pp |
| Annual return | -18.72% | -10.12%-8.6pp | 3.33%-22.0pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,436 | $4,471-23.1% | $6,166-44.3% | $2,596+32.4% |
| Participant deferral / active EE | $4,448 | $6,527-31.9% | $8,363-46.8% | $4,027+10.5% |
| Admin fee / account holder | $35,195 | $7,719+356.0% | $11,616+203.0% | $5,403+551.4% |