Filed January 10, 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 | $184,227 | $109,359+68.5% | $162,163+13.6% | $72,985+152.4% |
| Participation rate | 89.8% | 84.3%+5.5pp | 87.6%+2.2pp | 69.5%+20.3pp |
| Annual return | 17.34% | 25.46%-8.1pp | 115.59%-98.3pp | 81.00%-63.7pp |
| Employer contribution / active EE | $2,434 | $3,907-37.7% | $5,614-56.7% | $2,440-0.3% |
| Participant deferral / active EE | $7,233 | $5,481+32.0% | $7,298-0.9% | $3,607+100.5% |
| Admin fee / account holder | $9,749 | $7,972+22.3% | $10,843-10.1% | $5,124+90.3% |