Filed May 18, 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 | $50,925 | $109,359-53.4% | $162,163-68.6% | $72,985-30.2% |
| Participation rate | 89.4% | 84.3%+5.1pp | 87.6%+1.8pp | 69.5%+19.9pp |
| Annual return | 8.19% | 25.46%-17.3pp | 115.59%-107.4pp | 81.00%-72.8pp |
| Employer contribution / active EE | $2,191 | $3,907-43.9% | $5,614-61.0% | $2,440-10.2% |
| Participant deferral / active EE | $2,658 | $5,481-51.5% | $7,298-63.6% | $3,607-26.3% |
| Admin fee / account holder | $4,833 | $7,972-39.4% | $10,843-55.4% | $5,124-5.7% |