Filed March 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 4-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 | $77,594 | $138,065-43.8% | $123,544-37.2% | $135,375-42.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.60% | 153.68%-168.3pp | 119.20%-133.8pp | 519.73%-534.3pp |
| Employer contribution / active EE | $2,975 | $5,151-42.2% | $4,628-35.7% | $4,779-37.7% |
| Participant deferral / active EE | $8,325 | $6,799+22.4% | $6,426+29.6% | $5,609+48.4% |
| Admin fee / account holder | $8,232 | $10,916-24.6% | $9,284-11.3% | $10,827-24.0% |