Filed January 23, 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 | $145,510 | $181,894-20.0% | $156,549-7.1% | $273,961-46.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -3.18% | 30.74%-33.9pp | 32.23%-35.4pp | 41.45%-44.6pp |
| Employer contribution / active EE | $7,724 | $6,248+23.6% | $5,501+40.4% | $4,869+58.6% |
| Participant deferral / active EE | $6,790 | $5,550+22.3% | $4,871+39.4% | $5,287+28.4% |
| Admin fee / account holder | $83,996 | $15,559+439.9% | $13,027+544.8% | $10,132+729.0% |