Filed April 5, 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 | $81,757 | $138,385-40.9% | $184,200-55.6% | $80,874+1.1% |
| Participation rate | 88.5% | 83.9%+4.6pp | 86.8%+1.6pp | 67.6%+20.8pp |
| Annual return | 9.57% | 20.02%-10.5pp | 28.80%-19.2pp | 35.62%-26.0pp |
| Employer contribution / active EE | $2,106 | $4,849-56.6% | $6,424-67.2% | $2,756-23.6% |
| Participant deferral / active EE | $4,206 | $7,073-40.5% | $9,132-53.9% | $4,297-2.1% |
| Admin fee / account holder | $7,309 | $10,483-30.3% | $13,907-47.4% | $6,935+5.4% |