Filed July 25, 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 | $156,728 | $92,703+69.1% | $82,719+89.5% | $134,475+16.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.86% | 944.92%-966.8pp | 701.18%-723.0pp | 417.96%-439.8pp |
| Employer contribution / active EE | $13,672 | $3,274+317.6% | $3,009+354.4% | $4,740+188.5% |
| Participant deferral / active EE | $13,048 | $4,802+171.7% | $4,395+196.9% | $6,400+103.9% |
| Admin fee / account holder | $4,121 | $5,983-31.1% | $5,329-22.7% | $11,426-63.9% |