Filed February 26, 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 | $142,055 | $78,705+80.5% | $117,854+20.5% | $70,131+102.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.36% | 23.30%-10.9pp | 335.08%-322.7pp | 73.14%-60.8pp |
| Employer contribution / active EE | $2,236 | $2,223+0.6% | $3,786-41.0% | $2,342-4.6% |
| Participant deferral / active EE | $5,275 | $3,297+60.0% | $4,482+17.7% | $3,332+58.3% |
| Admin fee / account holder | $4,587 | $5,065-9.4% | $8,020-42.8% | $4,645-1.3% |