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 | $160,990 | $49,173+227.4% | $121,098+32.9% | $75,163+114.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 10.85% | 55.99%-45.1pp | 985.75%-974.9pp | 160.62%-149.8pp |
| Employer contribution / active EE | $2,219 | $1,546+43.6% | $4,164-46.7% | $2,670-16.9% |
| Participant deferral / active EE | $5,538 | $2,628+110.8% | $4,080+35.8% | $4,125+34.3% |
| Admin fee / account holder | $1,563 | $3,942-60.3% | $5,644-72.3% | $5,651-72.3% |