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 | $31,623 | $105,860-70.1% | $90,749-65.2% | $134,475-76.5% |
| Participation rate | 95.2% | 78.2%+17.0pp | 75.7%+19.5pp | 81.2%+14.0pp |
| Annual return | -21.90% | -11.01%-10.9pp | -12.16%-9.7pp | 417.96%-439.9pp |
| Employer contribution / active EE | $2,106 | $3,462-39.2% | $2,921-27.9% | $4,740-55.6% |
| Participant deferral / active EE | $3,211 | $5,216-38.4% | $4,564-29.6% | $6,400-49.8% |
| Admin fee / account holder | $2,092 | $13,938-85.0% | $8,445-75.2% | $11,426-81.7% |