Filed March 9, 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 | $27,034 | $60,349-55.2% | $74,183-63.6% | $62,891-57.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.42% | 21.37%-17.0pp | 17.74%-13.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,747 | $1,680+4.0% | $2,370-26.3% | $2,281-23.4% |
| Participant deferral / active EE | $1,913 | $2,856-33.0% | $3,550-46.1% | $3,203-40.3% |
| Admin fee / account holder | $1,917 | $4,261-55.0% | $5,586-65.7% | $4,296-55.4% |