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 | $117,538 | $54,762+114.6% | $90,281+30.2% | $72,985+61.0% |
| Participation rate | 96.9% | 65.1%+31.7pp | 73.3%+23.6pp | 69.5%+27.4pp |
| Annual return | 2.65% | 30.63%-28.0pp | 78.10%-75.4pp | 81.00%-78.3pp |
| Employer contribution / active EE | $657 | $2,092-68.6% | $2,854-77.0% | $2,440-73.1% |
| Participant deferral / active EE | $1,553 | $2,887-46.2% | $3,885-60.0% | $3,607-57.0% |
| Admin fee / account holder | $24,767 | $3,972+523.5% | $5,351+362.8% | $5,124+383.3% |