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 | $106,221 | $70,669+50.3% | $169,368-37.3% | $75,163+41.3% |
| Participation rate | 95.1% | 64.8%+30.3pp | 77.1%+18.0pp | 67.2%+27.9pp |
| Annual return | 12.62% | 36.36%-23.7pp | 405.60%-393.0pp | 160.62%-148.0pp |
| Employer contribution / active EE | $2,818 | $2,211+27.5% | $4,013-29.8% | $2,670+5.6% |
| Participant deferral / active EE | $7,140 | $4,311+65.6% | $6,221+14.8% | $4,125+73.1% |
| Admin fee / account holder | $1,678 | $5,402-68.9% | $9,003-81.4% | $5,651-70.3% |