Filed January 13, 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 | $230,062 | $70,475+226.4% | $100,516+128.9% | $79,858+188.1% |
| Participation rate | 92.2% | 73.7%+18.5pp | 79.4%+12.8pp | 69.6%+22.6pp |
| Annual return | 12.23% | 21.90%-9.7pp | 30.89%-18.7pp | 31.71%-19.5pp |
| Employer contribution / active EE | $5,822 | $2,165+169.0% | $3,418+70.4% | $2,471+135.6% |
| Participant deferral / active EE | $5,458 | $5,181+5.3% | $6,270-13.0% | $3,740+45.9% |
| Admin fee / account holder | $14,095 | $4,478+214.7% | $8,081+74.4% | $5,306+165.6% |