Filed January 6, 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 | $94,257 | $148,978-36.7% | $200,582-53.0% | $84,808+11.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 86.9%-11.9pp | 68.3%+6.7pp |
| Annual return | 10.89% | 28.16%-17.3pp | 42.33%-31.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $2,671 | $4,815-44.5% | $6,419-58.4% | $2,631+1.5% |
| Participant deferral / active EE | $3,973 | $7,142-44.4% | $9,331-57.4% | $4,212-5.7% |
| Admin fee / account holder | $21,888 | $13,977+56.6% | $16,305+34.2% | $7,344+198.1% |