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 | $127,532 | $46,869+172.1% | $122,332+4.3% | $70,131+81.8% |
| Participation rate | 82.5% | 58.2%+24.4pp | 71.6%+10.9pp | 69.5%+13.0pp |
| Annual return | 12.82% | 24.22%-11.4pp | 30.27%-17.5pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,781 | $1,288+38.3% | $4,050-56.0% | $2,342-23.9% |
| Participant deferral / active EE | $4,300 | $2,166+98.5% | $3,287+30.8% | $3,332+29.1% |
| Admin fee / account holder | $624 | $3,322-81.2% | $5,478-88.6% | $4,645-86.6% |