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 | $83,300 | $138,347-39.8% | $184,203-54.8% | $80,856+3.0% |
| Participation rate | 94.6% | 83.9%+10.8pp | 86.8%+7.8pp | 67.6%+27.0pp |
| Annual return | 11.04% | 20.02%-9.0pp | 28.81%-17.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,368 | $4,850-51.2% | $6,427-63.2% | $2,755-14.0% |
| Participant deferral / active EE | $4,099 | $7,071-42.0% | $9,131-55.1% | $4,296-4.6% |
| Admin fee / account holder | $5,909 | $10,483-43.6% | $13,901-57.5% | $6,918-14.6% |