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 | $81,630 | $82,664-1.3% | $125,339-34.9% | $68,494+19.2% |
| Participation rate | 93.5% | 75.0%+18.4pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | -19.39% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,260 | $3,381-3.6% | $4,814-32.3% | $2,596+25.6% |
| Participant deferral / active EE | $8,906 | $6,110+45.8% | $7,446+19.6% | $4,027+121.2% |
| Admin fee / account holder | $12,354 | $6,275+96.9% | $10,010+23.4% | $5,403+128.7% |