Filed March 10, 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 | $116,187 | $54,762+112.2% | $90,281+28.7% | $72,985+59.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | -0.34% | 30.63%-31.0pp | 78.10%-78.4pp | 81.00%-81.3pp |
| Employer contribution / active EE | $6,051 | $2,092+189.2% | $2,854+112.0% | $2,440+148.0% |
| Participant deferral / active EE | $6,725 | $2,887+132.9% | $3,885+73.1% | $3,607+86.4% |
| Admin fee / account holder | $46,158 | $3,972+1062.1% | $5,351+762.6% | $5,124+800.8% |