Filed May 8, 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 | $88,412 | $138,347-36.1% | $184,203-52.0% | $80,856+9.3% |
| Participation rate | 90.2% | 83.9%+6.4pp | 86.8%+3.4pp | 67.6%+22.6pp |
| Annual return | 8.54% | 20.02%-11.5pp | 28.81%-20.3pp | 35.59%-27.1pp |
| Employer contribution / active EE | $2,115 | $4,850-56.4% | $6,427-67.1% | $2,755-23.2% |
| Participant deferral / active EE | $5,191 | $7,071-26.6% | $9,131-43.1% | $4,296+20.8% |
| Admin fee / account holder | $25,841 | $10,483+146.5% | $13,901+85.9% | $6,918+273.5% |