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 | $84,390 | $57,281+47.3% | $86,612-2.6% | $75,163+12.3% |
| Participation rate | 93.3% | 63.2%+30.1pp | 71.7%+21.6pp | 67.2%+26.1pp |
| Annual return | 9.85% | 2670.75%-2660.9pp | 591.07%-581.2pp | 160.62%-150.8pp |
| Employer contribution / active EE | $4,456 | $2,314+92.5% | $3,022+47.4% | $2,670+66.9% |
| Participant deferral / active EE | $7,981 | $3,318+140.6% | $4,438+79.8% | $4,125+93.5% |
| Admin fee / account holder | $11,377 | $4,112+176.7% | $5,614+102.6% | $5,651+101.3% |