Filed January 19, 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 | $99,082 | $46,674+112.3% | $117,472-15.7% | $68,494+44.7% |
| Participation rate | 88.4% | 56.8%+31.6pp | 70.6%+17.8pp | 67.9%+20.5pp |
| Annual return | -20.67% | -14.52%-6.2pp | 29.74%-50.4pp | -7.84%-12.8pp |
| Employer contribution / active EE | $10,111 | $1,505+572.0% | $4,176+142.1% | $2,596+289.4% |
| Participant deferral / active EE | $8,700 | $2,636+230.0% | $4,070+113.7% | $4,027+116.0% |
| Admin fee / account holder | $10,399 | $4,020+158.7% | $5,645+84.2% | $5,403+92.5% |