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 | $49,896 | $89,355-44.2% | $141,162-64.7% | $72,985-31.6% |
| Participation rate | 75.6% | 75.1%+0.5pp | 82.5%-6.8pp | 69.5%+6.2pp |
| Annual return | 5.18% | 111.85%-106.7pp | 71.39%-66.2pp | 81.00%-75.8pp |
| Employer contribution / active EE | $1,358 | $3,114-56.4% | $4,735-71.3% | $2,440-44.3% |
| Participant deferral / active EE | $3,512 | $5,418-35.2% | $6,709-47.7% | $3,607-2.7% |
| Admin fee / account holder | $2,376 | $5,958-60.1% | $10,261-76.8% | $5,124-53.6% |