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 | $75,834 | $60,124+26.1% | $90,404-16.1% | $79,858-5.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 5.80% | 71.94%-66.1pp | 1293.02%-1287.2pp | 31.71%-25.9pp |
| Employer contribution / active EE | $5,437 | $2,068+163.0% | $3,262+66.7% | $2,471+120.1% |
| Participant deferral / active EE | $8,616 | $2,938+193.2% | $3,963+117.4% | $3,740+130.4% |
| Admin fee / account holder | $4,050 | $3,976+1.8% | $5,611-27.8% | $5,306-23.7% |