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 | $147,659 | $49,227+200.0% | $70,449+109.6% | $79,858+84.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 3.29% | 30.06%-26.8pp | 109.03%-105.7pp | 31.71%-28.4pp |
| Employer contribution / active EE | $13,082 | $2,099+523.3% | $2,737+378.0% | $2,471+429.5% |
| Participant deferral / active EE | $7,087 | $2,768+156.1% | $3,709+91.1% | $3,740+89.5% |
| Admin fee / account holder | $9,003 | $2,878+212.8% | $3,845+134.1% | $5,306+69.7% |