Filed April 7, 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 | $123,602 | $41,377+198.7% | $109,313+13.1% | $62,891+96.5% |
| Participation rate | 95.9% | 57.5%+38.4pp | 71.3%+24.7pp | 69.3%+26.6pp |
| Annual return | -25.18% | 11.05%-36.2pp | 22.07%-47.2pp | 20.14%-45.3pp |
| Employer contribution / active EE | $2,077 | $1,276+62.8% | $3,892-46.6% | $2,281-8.9% |
| Participant deferral / active EE | $4,655 | $2,045+127.6% | $3,166+47.0% | $3,203+45.3% |
| Admin fee / account holder | $7,397 | $2,884+156.5% | $5,666+30.5% | $4,296+72.2% |