Filed April 2, 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 | $71,727 | $180,449-60.3% | $154,107-53.5% | $135,375-47.0% |
| Participation rate | 86.4% | 87.4%-1.1pp | 83.0%+3.3pp | 82.6%+3.7pp |
| Annual return | -20.75% | 888.09%-908.8pp | 735.12%-755.9pp | 519.73%-540.5pp |
| Employer contribution / active EE | $1,879 | $6,035-68.9% | $5,298-64.5% | $4,779-60.7% |
| Participant deferral / active EE | $4,189 | $5,806-27.9% | $5,081-17.6% | $5,609-25.3% |
| Admin fee / account holder | $5,090 | $16,143-68.5% | $13,411-62.0% | $10,827-53.0% |