Filed April 7, 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 | $46,791 | $109,359-57.2% | $162,163-71.1% | $72,985-35.9% |
| Participation rate | 94.8% | 84.3%+10.6pp | 87.6%+7.3pp | 69.5%+25.3pp |
| Annual return | 15.96% | 25.46%-9.5pp | 115.59%-99.6pp | 81.00%-65.0pp |
| Employer contribution / active EE | $1,919 | $3,907-50.9% | $5,614-65.8% | $2,440-21.3% |
| Participant deferral / active EE | $2,969 | $5,481-45.8% | $7,298-59.3% | $3,607-17.7% |
| Admin fee / account holder | $2,662 | $7,972-66.6% | $10,843-75.5% | $5,124-48.1% |