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 | $67,480 | $123,793-45.5% | $177,821-62.1% | $79,858-15.5% |
| Participation rate | 70.8% | 84.7%-13.8pp | 87.7%-16.9pp | 69.6%+1.2pp |
| Annual return | 9.47% | 22.82%-13.4pp | 48.32%-38.9pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,752 | $4,095-57.2% | $5,918-70.4% | $2,471-29.1% |
| Participant deferral / active EE | $3,679 | $5,956-38.2% | $7,714-52.3% | $3,740-1.6% |
| Admin fee / account holder | $4,794 | $7,243-33.8% | $12,427-61.4% | $5,306-9.7% |