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 | $41,500 | $98,750-58.0% | $149,696-72.3% | $79,858-48.0% |
| Participation rate | 77.3% | 75.8%+1.5pp | 82.5%-5.2pp | 69.6%+7.6pp |
| Annual return | -5.22% | 27.43%-32.6pp | 276.60%-281.8pp | 31.71%-36.9pp |
| Employer contribution / active EE | $1,334 | $3,216-58.5% | $4,644-71.3% | $2,471-46.0% |
| Participant deferral / active EE | $3,261 | $5,680-42.6% | $6,842-52.3% | $3,740-12.8% |
| Admin fee / account holder | $4,877 | $6,053-19.4% | $9,309-47.6% | $5,306-8.1% |