Filed May 8, 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 9-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 | $26,282 | $127,777-79.4% | $106,548-75.3% | $167,490-84.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 5.71% | 33.87%-28.2pp | 26.80%-21.1pp | 478.56%-472.8pp |
| Employer contribution / active EE | $1,642 | $3,427-52.1% | $2,819-41.8% | $4,837-66.1% |
| Participant deferral / active EE | $2,297 | $5,087-54.9% | $4,398-47.8% | $6,341-63.8% |
| Admin fee / account holder | $626 | $11,228-94.4% | $7,407-91.5% | $12,309-94.9% |