Filed February 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 | $76,477 | $65,395+16.9% | $182,532-58.1% | $72,985+4.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 17.46% | 27.68%-10.2pp | 148.54%-131.1pp | 81.00%-63.5pp |
| Employer contribution / active EE | $2,582 | $1,911+35.1% | $4,076-36.7% | $2,440+5.8% |
| Participant deferral / active EE | $6,370 | $3,563+78.8% | $5,524+15.3% | $3,607+76.6% |
| Admin fee / account holder | $2,826 | $4,245-33.4% | $8,592-67.1% | $5,124-44.9% |