Filed May 2, 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 | $61,711 | $109,359-43.6% | $162,163-61.9% | $72,985-15.4% |
| Participation rate | 70.8% | 84.3%-13.4pp | 87.6%-16.7pp | 69.5%+1.3pp |
| Annual return | 16.51% | 25.46%-9.0pp | 115.59%-99.1pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,571 | $3,907-59.8% | $5,614-72.0% | $2,440-35.6% |
| Participant deferral / active EE | $3,353 | $5,481-38.8% | $7,298-54.1% | $3,607-7.0% |
| Admin fee / account holder | $5,980 | $7,972-25.0% | $10,843-44.8% | $5,124+16.7% |