Filed February 21, 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 | $245,738 | $68,346+259.6% | $94,646+159.6% | $75,163+226.9% |
| Participation rate | 96.6% | 76.1%+20.4pp | 80.8%+15.7pp | 67.2%+29.4pp |
| Annual return | 14.71% | 616.93%-602.2pp | 156.71%-142.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $8,535 | $2,701+216.0% | $3,672+132.4% | $2,670+219.7% |
| Participant deferral / active EE | $6,667 | $6,537+2.0% | $7,418-10.1% | $4,125+61.6% |
| Admin fee / account holder | $36,848 | $5,326+591.9% | $7,231+409.6% | $5,651+552.1% |