Filed February 28, 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 | $182,136 | $197,591-7.8% | $177,821+2.4% | $158,922+14.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.45% | 58.76%-53.3pp | 48.32%-42.9pp | 302.83%-297.4pp |
| Employer contribution / active EE | $9,837 | $6,697+46.9% | $5,918+66.2% | $4,761+106.6% |
| Participant deferral / active EE | $8,044 | $8,405-4.3% | $7,714+4.3% | $5,982+34.5% |
| Admin fee / account holder | $546 | $15,399-96.5% | $12,427-95.6% | $11,246-95.1% |