Filed February 24, 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 | $200,612 | $60,124+233.7% | $90,404+121.9% | $79,858+151.2% |
| Participation rate | 93.8% | 65.0%+28.8pp | 72.7%+21.1pp | 69.6%+24.1pp |
| Annual return | -1.65% | 71.94%-73.6pp | 1293.02%-1294.7pp | 31.71%-33.4pp |
| Employer contribution / active EE | $4,222 | $2,068+104.2% | $3,262+29.4% | $2,471+70.9% |
| Participant deferral / active EE | $2,950 | $2,938+0.4% | $3,963-25.6% | $3,740-21.1% |
| Admin fee / account holder | $7,728 | $3,976+94.3% | $5,611+37.7% | $5,306+45.6% |