Filed January 6, 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 | $98,258 | $109,359-10.2% | $162,163-39.4% | $72,985+34.6% |
| Participation rate | 82.9% | 84.3%-1.4pp | 87.6%-4.7pp | 69.5%+13.4pp |
| Annual return | 15.39% | 25.46%-10.1pp | 115.59%-100.2pp | 81.00%-65.6pp |
| Employer contribution / active EE | $2,212 | $3,907-43.4% | $5,614-60.6% | $2,440-9.4% |
| Participant deferral / active EE | $3,264 | $5,481-40.4% | $7,298-55.3% | $3,607-9.5% |
| Admin fee / account holder | $5,497 | $7,972-31.0% | $10,843-49.3% | $5,124+7.3% |