Filed February 22, 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 | $71,891 | $54,762+31.3% | $90,281-20.4% | $72,985-1.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 5.73% | 30.63%-24.9pp | 78.10%-72.4pp | 81.00%-75.3pp |
| Employer contribution / active EE | $4,575 | $2,092+118.7% | $2,854+60.3% | $2,440+87.5% |
| Participant deferral / active EE | $6,954 | $2,887+140.9% | $3,885+79.0% | $3,607+92.8% |
| Admin fee / account holder | $22,309 | $3,972+461.6% | $5,351+316.9% | $5,124+335.3% |