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 | $121,942 | $148,978-18.1% | $200,582-39.2% | $84,808+43.8% |
| Participation rate | 88.2% | 84.2%+4.0pp | 86.9%+1.4pp | 68.3%+19.9pp |
| Annual return | 12.40% | 28.16%-15.8pp | 42.33%-29.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,552 | $4,815-47.0% | $6,419-60.2% | $2,631-3.0% |
| Participant deferral / active EE | $4,628 | $7,142-35.2% | $9,331-50.4% | $4,212+9.9% |
| Admin fee / account holder | $5,068 | $13,977-63.7% | $16,305-68.9% | $7,344-31.0% |