Filed February 7, 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 | $18,056 | $43,723-58.7% | $121,196-85.1% | $64,186-71.9% |
| Participation rate | 92.5% | 58.3%+34.2pp | 71.7%+20.8pp | 69.6%+22.9pp |
| Annual return | -9.84% | 68.91%-78.8pp | 16.93%-26.8pp | 7.63%-17.5pp |
| Employer contribution / active EE | $2,705 | $1,296+108.6% | $4,022-32.8% | $2,381+13.6% |
| Participant deferral / active EE | $0 | $2,280-100.0% | $3,344-100.0% | $3,470-100.0% |
| Admin fee / account holder | $800 | $3,501-77.2% | $5,019-84.1% | $4,888-83.6% |