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 | $198,967 | $148,978+33.6% | $200,582-0.8% | $84,808+134.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.25% | 28.16%-15.9pp | 42.33%-30.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $4,706 | $4,815-2.3% | $6,419-26.7% | $2,631+78.9% |
| Participant deferral / active EE | $9,847 | $7,142+37.9% | $9,331+5.5% | $4,212+133.8% |
| Admin fee / account holder | $18,242 | $13,977+30.5% | $16,305+11.9% | $7,344+148.4% |