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 | $108,871 | $105,181+3.5% | $159,436-31.7% | $85,850+26.8% |
| Participation rate | 95.7% | 75.8%+20.0pp | 82.8%+12.9pp | 69.3%+26.4pp |
| Annual return | 11.85% | 45.07%-33.2pp | 263.57%-251.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $3,085 | $3,318-7.0% | $4,829-36.1% | $2,565+20.3% |
| Participant deferral / active EE | $8,845 | $5,945+48.8% | $7,352+20.3% | $3,952+123.8% |
| Admin fee / account holder | $5,326 | $6,933-23.2% | $10,799-50.7% | $6,260-14.9% |