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 | $171,316 | $197,591-13.3% | $177,821-3.7% | $158,922+7.8% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | -8.86% | 58.76%-67.6pp | 48.32%-57.2pp | 302.83%-311.7pp |
| Employer contribution / active EE | $16,787 | $6,697+150.6% | $5,918+183.6% | $4,761+252.6% |
| Participant deferral / active EE | $7,036 | $8,405-16.3% | $7,714-8.8% | $5,982+17.6% |
| Admin fee / account holder | $637,319 | $15,399+4038.6% | $12,427+5028.3% | $11,246+5567.2% |