Filed February 22, 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 | $49,823 | $85,766-41.9% | $136,294-63.4% | $70,131-29.0% |
| Participation rate | 80.6% | 74.2%+6.4pp | 81.9%-1.4pp | 69.5%+11.0pp |
| Annual return | 9.73% | 31.45%-21.7pp | 5155.94%-5146.2pp | 73.14%-63.4pp |
| Employer contribution / active EE | $1,296 | $2,966-56.3% | $4,695-72.4% | $2,342-44.7% |
| Participant deferral / active EE | $3,327 | $5,051-34.1% | $6,247-46.7% | $3,332-0.2% |
| Admin fee / account holder | $5,065 | $5,420-6.6% | $9,243-45.2% | $4,645+9.0% |