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 | $231,137 | $48,795+373.7% | $65,493+252.9% | $84,808+172.5% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 7.83% | 20.20%-12.4pp | 982.45%-974.6pp | 40.90%-33.1pp |
| Employer contribution / active EE | $7,230 | $1,930+274.7% | $2,574+180.8% | $2,631+174.8% |
| Participant deferral / active EE | $8,132 | $2,928+177.7% | $3,961+105.3% | $4,212+93.1% |
| Admin fee / account holder | $4,848 | $3,877+25.0% | $5,028-3.6% | $7,344-34.0% |