Filed March 24, 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 8-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 | $98,126 | $89,355+9.8% | $141,162-30.5% | $72,985+34.4% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 6.58% | 111.85%-105.3pp | 71.39%-64.8pp | 81.00%-74.4pp |
| Employer contribution / active EE | $1,678 | $3,114-46.1% | $4,735-64.6% | $2,440-31.2% |
| Participant deferral / active EE | $3,649 | $5,418-32.6% | $6,709-45.6% | $3,607+1.2% |
| Admin fee / account holder | $8,246 | $5,958+38.4% | $10,261-19.6% | $5,124+60.9% |