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 | $54,399 | $125,758-56.7% | $169,993-68.0% | $75,163-27.6% |
| Participation rate | 83.3% | 83.6%-0.3pp | 87.0%-3.7pp | 67.2%+16.1pp |
| Annual return | 10.57% | 27.20%-16.6pp | 53.37%-42.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $1,925 | $4,615-58.3% | $6,785-71.6% | $2,670-27.9% |
| Participant deferral / active EE | $3,985 | $6,837-41.7% | $10,408-61.7% | $4,125-3.4% |
| Admin fee / account holder | $6,026 | $8,173-26.3% | $12,815-53.0% | $5,651+6.6% |