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 | $81,188 | $54,705+48.4% | $71,209+14.0% | $84,808-4.3% |
| Participation rate | 96.9% | 64.1%+32.8pp | 73.8%+23.1pp | 68.3%+28.6pp |
| Annual return | 9.01% | 35.90%-26.9pp | 282.51%-273.5pp | 40.90%-31.9pp |
| Employer contribution / active EE | $3,659 | $2,158+69.5% | $2,721+34.5% | $2,631+39.1% |
| Participant deferral / active EE | $8,839 | $3,030+191.7% | $4,175+111.7% | $4,212+109.9% |
| Admin fee / account holder | $39,451 | $4,863+711.2% | $5,349+637.6% | $7,344+437.2% |