Filed January 25, 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 | $32,699 | $81,900-60.1% | $119,609-72.7% | $68,494-52.3% |
| Participation rate | 96.0% | 71.9%+24.1pp | 79.3%+16.7pp | 67.9%+28.1pp |
| Annual return | -19.06% | -23.82%+4.8pp | -14.97%-4.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $5,384 | $2,693+99.9% | $4,232+27.2% | $2,596+107.4% |
| Participant deferral / active EE | $3,817 | $4,148-8.0% | $5,602-31.9% | $4,027-5.2% |
| Admin fee / account holder | $8,045 | $6,582+22.2% | $10,323-22.1% | $5,403+48.9% |