Filed January 14, 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 | $64,721 | $78,705-17.8% | $117,854-45.1% | $70,131-7.7% |
| Participation rate | 89.5% | 73.2%+16.3pp | 79.7%+9.8pp | 69.5%+19.9pp |
| Annual return | 10.52% | 23.30%-12.8pp | 335.08%-324.6pp | 73.14%-62.6pp |
| Employer contribution / active EE | $1,381 | $2,223-37.9% | $3,786-63.5% | $2,342-41.1% |
| Participant deferral / active EE | $2,699 | $3,297-18.1% | $4,482-39.8% | $3,332-19.0% |
| Admin fee / account holder | $5,156 | $5,065+1.8% | $8,020-35.7% | $4,645+11.0% |