Filed January 6, 2006
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 | $148,531 | $77,419+91.9% | $69,455+113.9% | $152,861-2.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 5.42% | 39.06%-33.6pp | 28.97%-23.5pp | 345.32%-339.9pp |
| Employer contribution / active EE | $13,140 | $3,315+296.4% | $2,779+372.8% | $4,762+175.9% |
| Participant deferral / active EE | $7,083 | $4,414+60.5% | $3,535+100.3% | $5,850+21.1% |
| Admin fee / account holder | $2,126 | $6,207-65.8% | $3,839-44.6% | $11,596-81.7% |