Filed March 10, 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 | $81,153 | $201,272-59.7% | $184,203-55.9% | $145,922-44.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.15% | 29.00%-21.9pp | 28.81%-21.7pp | 561.29%-554.1pp |
| Employer contribution / active EE | $4,767 | $7,022-32.1% | $6,427-25.8% | $4,660+2.3% |
| Participant deferral / active EE | $5,501 | $9,806-43.9% | $9,131-39.8% | $6,688-17.7% |
| Admin fee / account holder | $1,141 | $16,364-93.0% | $13,901-91.8% | $13,397-91.5% |